Classes & Locations

Classes and locations are accounting dimensions you attach to transaction lines. They let one chart of accounts answer many questions — profit by store, spend by department, margin by program — without exploding your account list.

Key capabilities

• Define a list of classes (e.g. program, department, product line)
• Define a list of locations (e.g. store, region, branch)
• Tag invoice, bill, and journal-entry lines with a class and/or location
• Filter the P&L and balance sheet by class or location
• Reuse the same accounts across every dimension instead of duplicating them

How it works

Each class or location is a label stored on the transaction line. Reports group and filter by those labels, so you get a profit & loss for one location or one class out of the same underlying postings.

How to use it

1. Open Classes & Locations and add the classes and locations you want to track.
2. When entering invoices, bills, or journal entries, tag the lines with the right class/location.
3. Run the income statement or balance sheet and filter by a class or location to see that slice.