Classes in Books
A class is an additional reference that can be attached to a General Ledger (GL) Account. Classes are often used to delineate what part of a given venue is responsible for the inventory's cost. Some examples are - Upstairs, Main Floor, or Outside Bar.
If you would like to enable Classes for your account, contact Craftable Customer Care by submitting a ticket at this link.
How to set up Classes in Books:
- Navigate to Accounting and click on Classes.
- Depending on your setup, you can either create a class on the classes page or have classes directly imported from your accouting (AP) software. You'll see one or both of these buttons in the upper, right hand corner of your screen.
- If adding a class manually, you'll click the + Add Class button, and then you'll type in the Class Name and then select an option for Subclass of (if necessary). Complete the addition by clicking the + Add Class button to save your changes:
- If adding a class manually, you'll click the + Add Class button, and then you'll type in the Class Name and then select an option for Subclass of (if necessary). Complete the addition by clicking the + Add Class button to save your changes:
Classes when mapping GL Accounts:
- When mapping a GL Account, you can also specify which class should be associated as well. It is common to add the same GL Account multiple times with different classes.
