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MMG
Level 1

How do I add locations and class to a clients chart of accounts?

I need to add location and or class fields to my clients chart of accounts.

Solved
Best answer 09-09-2019

Accepted Solutions
Level 15

You can not location and class are categories (tags) you...

You can not

location and class are categories (tags) you create and ONLY track transactions when you select them on the transaction.  Then you can report on P&L by class or location, or report on a class or location from the list.

class allows you to tag each item line in a transaction
location allows you to tag the entire transaction


View solution in original post

3 Comments
Level 15

You can not location and class are categories (tags) you...

You can not

location and class are categories (tags) you create and ONLY track transactions when you select them on the transaction.  Then you can report on P&L by class or location, or report on a class or location from the list.

class allows you to tag each item line in a transaction
location allows you to tag the entire transaction


View solution in original post

MMG
Level 1

Thanks, @Rustler - Tips & Tutorials How do I create them...

Thanks, @Rustler - Tips & Tutorials How do I create them within the transaction?
Level 15

last time I looked at the menu tree it was gear>settings>...

last time I looked at the menu tree it was
gear>settings>company settings
company>categories and turn on classes/locations
OR
Gear>accounts & Settings
Advanced>categories and turn on classes/locations

then go to lists>all lists and click the class or location list and create the tags you need

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