Mapping Accounts, Classes and Invoices

Introduction 

Classes are used to financially categorize your transactions. Classes created in your PSA can be auto-set to map to your CRM accounts so that when an invoice is generated for that account the classes are auto-selected for the invoice and its line items. Invoices can be searched using the class name in Finance > Invoices. These classes enable you to track account balances by department, business office or location, separate properties, or by any other meaningful breakdown of your business. 

Setup 

Create the class list in PSA 

The Class List page maintains a multi-level list of class names. Classes provide an alternate way of classifying income and expenses from the chart of accounts. For example, you could classify income and expenses by department, location, property, project, or event. Once created and assigned to transactions, you can filter reports by class.

  1. Select the Admin > Finance > Class Lists page.
  2. Click New.
  3. Enter the following fields.
    • Class Name
    • Status - Active or InActive
    • Add Parent Class - If Yes, select a Parent Class from the drop-down list.
  4. Click Save again.

Map Class list to CRM accounts. 

Select classes in Accounts for automation of adding class to invoices. 

  1. Navigate to CRM > Accounts
  2. Create new or modify an existing account
  3. A drop-down field called Class will list all the active classes in your PSA
  4. Choose a class and map it to this account
  5. When an invoice is generated for this account mceclip1.png

Enable Classes in Invoices 

  • Navigate to Admin > My Company > Company Settings > Invoice
    • Use Classes
  • This will show the drop-down to choose or automate classes for Invoices.
  • Classes can be different for any particular line items you choose to change. 

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Using API

Apis for accounts have been updated to use Classes. Accounts support POST, GET, PUT to add the Class field. You can update, create classes using APIs. Refer to our API guide here

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