From the menu bar Click Finance and Click Class List to
open the CLASS LIST window. The CLASS LIST window toolbar
buttons are as follows:
New - create a new category or sub-category
Edit - change the selected category
Delete - delete the selected category
Report - create a report on the selected category
How Do I - help in the Class List window
X - close the Class List window.
You may also Click Class from the Main Toolbar (if added) to open the CLASS LIST window.
To set up classes ahead of time Click the New button from the CLASS LIST window toolbar. The SET UP CLASS window will then appear allowing you to enter Name and Description for the class. Click OK when done.
When entering category and class information in the category/class field of a transaction the category name is followed by a backslash ‘/’ to separate it from the class which is typed in following the ‘/’ (e.g. Fertilizer/Corn).
To set up classes as you enter transactions, enter your transaction information as you normally would. When you get to the Category field enter your category followed by ‘/.’ Next, enter the new class name. Click Enter. You will then be prompted with the SET UP CLASS window. Proceed from here as you did when setting up classes ahead of time.