Reporting Classes

Reporting Classes let you answer a second question about money: which part of the business produced it?

A category describes what the money was for, such as Sales, Donations or Delivery Costs. A Class describes the segment you want to compare, such as Retail, Professional Services, Pharmacy or Wholesale.

Field	Use it to answer	Example
Category	What was this money for?	Sales
Class	Which business segment produced it?	Wholesale
Customer	Who did we deal with?	Acme Stores
Money location	Where did the money move?	Mobile Money

Each invoice or transaction can have one optional Class. Records without one appear as Unclassified.

1. Create your Classes

Only a business owner can manage Classes. They have their own page: select Classes in the sidebar.

1. Open Classes.
2. Enter a name such as Retail, and optionally what it covers.
3. Select Add class.

If you are not sure what yours should be, the page suggests names common to your trade — Restaurant / Bar / Events for a restaurant, Core funding / Restricted grant / Programme delivery for a nonprofit. One tap adopts a suggestion, and anything adopted can be renamed or removed like any other.

Keep the list short and stable. Three to eight Classes that reflect real parts of the business are usually more useful than a new Class for every sale.

1a. See which Classes are actually carrying anything

The Classes page shows, for each one, how many entries it holds and how much money has moved through it — in and out kept separate, because a Class with a million each way is busy while one with nothing at all is a candidate for removal, and netting them makes the two look identical.

Classes with nothing filed against them are flagged. A Class nobody uses only makes the list harder to choose from; deactivate it and it stays in history.

Select View its P&L on any Class to open a Profit & Loss for that segment alone.

2. Use a Class on a quick money entry

1. Select + Record in the top bar.
2. Choose Income or Expense and enter the amount.
3. Choose the Class (optional).
4. Complete the category, money location and other details.
5. Select Save transaction.

The Class stays attached to the transaction and is available in the P&L.

3. Use a Class on an invoice

1. Open Invoices and select + Create.
2. Complete the customer and invoice details.
3. Choose a value in the Class field, or leave it Unclassified.
4. Save the invoice as Sent invoice or Draft.

When the invoice is paid, its payment transaction inherits the invoice Class. You do not need to classify the payment again.

4. Analyse Classes in the P&L

1. Open Reports → P&L.
2. Choose All classes for the complete statement, or select one Class to filter the report.
3. Review Revenue and margin by class for revenue, expenses and net income by segment.
4. Select a category line to open the transactions behind it.

Class-filtered reports still use the business base currency. Foreign entries use the exchange rate frozen on each record.

Renaming and deactivating

Under Settings → Personalization, an owner can Rename or Deactivate a Class.

• Renaming updates the label without breaking its history.
• Deactivating removes it from new-entry selectors but keeps it on old records and reports.
• Activating it again makes it available for new records.

Do not create a replacement Class only because its name needs correcting; rename it so your history remains one continuous segment.

What Classes inherit

• Payments inherit the Class on their invoice.
• Entries created from a transaction split inherit the source Class.
• Existing records are not classified automatically; they remain Unclassified until edited or migrated.

Related

• Recording transactions — quick entries and splits
• Invoices — invoice Classes and payments
• Reports & the Explorer — Class filters and breakdowns
• Multi-currency & FX — reporting foreign entries

Classes are not statement headings

These get confused constantly.

	Class	Statement heading
Answers	Which part of the business?	What kind of cost is this?
Example	Wholesale	Cost of Sales
Lives on	each transaction	the category

If you want "this branch's fuel" separated from "that branch's fuel", that is a Class. Creating a second fuel category per branch multiplies your chart of accounts by your branch count and gets worse every time you open a new one.

See Chart of Accounts for headings.

A filtered report says so

When a report is narrowed to one Class, the statement carries a note saying so — including the printed and exported copies. A single grant's figures handed to a funder without that note would be read as the whole organisation's.