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General tips for using classes

Here are some general tips for using classes:

  • Set up classes on the basis of the type of reporting that you want to do, and consider how you want to see your business segmented on reports.

  • Set up a class such as "other" that you can use to deliberately classify transactions that don't fit into any specific class that you've defined.

  • Don't use classes for two different purposes.

    For example, don't create classes for tracking office locations in addition to tracking partners.

  • Consistently enter the class information on your forms and registers to ensure that this information is valid and useful.

KB ID# H_LIST_INFO_GENERAL_TIPS_FOR_CLASSES
9/26/2016 5:12:11 PM
QYPPRDQBKSWS07 9138 Pro 2017 b11aee