Setting Up Classes
From the menu bar Click Tools and Click Class List to open the
CLASS LIST window. The CLASS LIST window toolbar buttons are as follows:
New - create a new class
Edit - change the selected class
Delete - delete the selected class
Report - create a report on the selected category
Print - print this view
How Do I - help on tasks
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.
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