Account class codes

The purpose of the account class code is to differentiate various account balances in the General Ledger. For example, when respective account class codes are created and associated with unique finance accounts, the safeguarded account balances are kept separately from regular account balances in the General Ledger.

Create account class codes

1. Accounts > Settings > Class codes.

2. From the content menu, choose Account class code values.

3. Click the Add new class code button.

4. Enter the account class code values > Save.

Create account class code rules

1. Accounts > Settings > Class codes.

2. From the content menu, choose Account class code rules.

3. Click the Create rule button.

4. Enter the rule conditions > Save.

Modify account class codes and rules

You can modify account class codes and rules by pressing the pencil sign.

Delete account class codes and rules

You can only delete the account class codes if they are not used by the account class code rules.