Navigate to the desired Company #
- From your main dashboard or home screen, locate the list or menu of companies you have access to.
- Click on the Company you want to work with so that you’re viewing that company’s data (transactions, settings, etc.).
- Confirm you’re in the correct company by checking the company name at the top of the page or in the header.
Expand the desired transaction #
- Go to the area where the transaction is listed (for example, a transactions list, invoices list, or a similar page).
- Find the specific transaction you want to edit or view (e.g., an invoice, bill, expense, or journal entry).
- Click on the transaction row or on an expand icon (such as a down arrow, “Details,” or “View”) to open and display its details.
Click on the plus icon next to the Class field #
- In the transaction details view, locate the Class field. This is typically one of the line‑item fields or a classification field on the transaction form.
- To the right of the Class field, you should see a plus (+) icon or an “Add new” option.
- Click on this plus icon to open the dialog or form for creating a new class.
Add in the new class name and click on Create #
- In the pop‑up window or side panel that appears, type the name of the new class you want to create.
- Optionally, fill in any additional details or settings for the class if the system provides these (e.g., description, parent class, or status).
- Review the class name to ensure it’s spelled correctly and follows your naming conventions.
- Click Create, Save, or Add (depending on the label in your system).
- The newly created class will now appear in the Class dropdown, and you can select it for this transaction and future ones.
