Difference between revisions of "Class"

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[[File:Icon.Class.png]] Classes provide a way to categorize transactions. The Class Module allows for Classes to be created that may be tracked in both Fishbowl and QuickBooks. If a class is set in Fishbowl, the class will export to QuickBooks, allowing QuickBooks reports to be filtered by class.
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{{Module Introduction|Class|Accounting}} provides a way to categorize transactions. The Class module allows for classes to be created that may be tracked in both Fishbowl and QuickBooks. If a class is set in Fishbowl, the class will export to QuickBooks, allowing QuickBooks reports to be filtered by class.
  
== About classes {{top}} ==
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{{NoClear|About classes}}
  
In QuickBooks, you can use classes to classify your income and expenses by:
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Fishbowl Class Tracking can be enabled or disabled in the {{ModuleOptions|Class|Company}}. Classes can be used to classify transactions by department, location, type of product, type of business, color, or any type of category that is useful to filter by. When class tracking is enabled in Fishbowl, a class combo box will appear in several places throughout Fishbowl, including Sales Orders, Sales Order Items, Purchase Orders, Purchase Order Items, Manufacture Orders, Work Orders, Products, and Location Groups. Below are some examples of classes being displayed in Fishbowl.
  
* department
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:[[File:Fishbowl Classes.png]]
* business office or location
 
* separate properties you own
 
* any other meaningful breakdown of the business you do
 
  
Consider these examples:
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:[[File:Fishbowl Classes on Items.png]]
  
* If you had a restaurant with three locations, you might create an Uptown, a Midtown, and a Downtown class for tracking income and expenses by location.
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Class tracking can also be enabled in QuickBooks by opening the Accounting Company Preferences in QuickBooks. With class tracking enabled in both Fishbowl and QuickBooks, data exported from Fishbowl to QuickBooks will be classified with the appropriate class. The class will be displayed on QuickBooks reports and can be used to filter and categorize transactions. Below is an example of a class being displayed in QuickBooks.
* A farmer might create a class for each enterprise; e.g. Corn, Hogs, and Soybeans.
 
* At the end of an accounting period, you could create separate reports for each restaurant location. Likewise, the farmer could create separate reports for each farm enterprise.
 
  
The following functions are available in the Class Module:
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:[[File:QuickBooks Classes.png]]
  
* Create or edit classes
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==Create a new class==
* Delete classes
 
* Able or disable Class Tracking (Module Options)
 
* Set classes as active or inactive
 
* Assign Subclasses
 
  
== Create a New Class {{top}} ==
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Follow the steps below to create a new class.
  
To create a new class you must be in the Class module. Choose the '''Accounting Module Group | Class Module''' and click '''New''' [[File:'new' symbol.JPG|Image:'new'_symbol.JPG]] from the '''Module Toolbar'''
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# Open the {{Module and Group|Class|Accounting}}.
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# Click the '''New''' button from the module toolbar.<br>[[File:Create main class.png]]  
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# To create a main class, select '''None''' in the subclass combo box.
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# To create a subclass, select the appropriate parent class in the subclass combo box.<br>[[File:Classes.png]]
  
Decide whether your Class Name will be a Main Class or a Subclass of a main class. If you are wanting to create a '''Main Class''' then choose 'Subclass of None' from the drop down list. If you want to create a '''Subclass''', then in the dropdown list select the subclass of your choice. A mainclass is typically going to be a larger reference [for example, a city or state] whereas a subclass is typically going to be a specific within the class [for example stores within the city or state].
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==Edit, delete, or disable a class==
  
[[File:Create main class.JPG|400px]]
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* '''Edit'''<br>To edit a class, highlight the class line item and click the '''Edit''' button in the module toolbar. Double-clicking a class will also bring up the edit dialog where the '''Class Name''', '''Subclass''', or '''Active Status''' of the class can be edited.
  
Click '''Ok''' to save the changes and create either a Class or Subclass.
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* '''Delete'''<br>To delete a class, highlight the class line item and click the '''Delete''' button in the module toolbar. You may not delete a class without first deleting subclasses beneath it.
  
[[File:Classes.JPG|275px]]
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* '''Disable'''<br>If a class cannot be deleted the class can be renamed or inactivated. To inactivate or rename a class, follow the '''Edit''' instructions above.
  
== Edit/Delete a Class {{top}} ==
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{{:Module Options:Class}}
 
 
* '''Edit [[File:'edit item' symbol.JPG|Image:'edit_item'_symbol.JPG]]'''
 
 
 
You may '''Edit''' an existing class by highlighting the chosen Class in the Class Module Main Screen by either double clicking or highlighting it and using the Edit button from the Module Toolbar. The '''Class Options''' box will be displayed. You may edit the '''Class Name''', '''Subclass''', or '''Active Status''' of the class.. Click '''Ok''' to finalize and save your changes.
 
 
 
* '''Delete [[File:'delete_item'_shortcut.JPG‎]]'''
 
 
 
To '''Delete''' a Class, highlight the Class in the Class Module Main Screen. Click the Delete Icon from the Module Toolbar
 
 
 
''[Note: You may not delete a Class without first deleting subclasses beneath it].''
 
 
 
[[File:Class_options.JPG|400px]]
 
 
 
== Enable/Disable Class Tracking {{top}} ==
 
 
 
Class Tracking can be turned on or off by clicking '''[[#Module Options|Module Options]]''' from the '''Tools''' menu.
 
 
 
[[File:Tools.module options.JPG]]
 
 
 
{{:Module Options:Class|{{Intro|Class}}}}
 

Latest revision as of 15:59, 9 June 2020

Icon.Class.png The Class module, located in the Accounting group, provides a way to categorize transactions. The Class module allows for classes to be created that may be tracked in both Fishbowl and QuickBooks. If a class is set in Fishbowl, the class will export to QuickBooks, allowing QuickBooks reports to be filtered by class.

About classes

Fishbowl Class Tracking can be enabled or disabled in the Icon.Class.png Class module options. Classes can be used to classify transactions by department, location, type of product, type of business, color, or any type of category that is useful to filter by. When class tracking is enabled in Fishbowl, a class combo box will appear in several places throughout Fishbowl, including Sales Orders, Sales Order Items, Purchase Orders, Purchase Order Items, Manufacture Orders, Work Orders, Products, and Location Groups. Below are some examples of classes being displayed in Fishbowl.

Fishbowl Classes.png
Fishbowl Classes on Items.png

Class tracking can also be enabled in QuickBooks by opening the Accounting Company Preferences in QuickBooks. With class tracking enabled in both Fishbowl and QuickBooks, data exported from Fishbowl to QuickBooks will be classified with the appropriate class. The class will be displayed on QuickBooks reports and can be used to filter and categorize transactions. Below is an example of a class being displayed in QuickBooks.

QuickBooks Classes.png

Create a new class

Follow the steps below to create a new class.

  1. Open the Icon.Class.png Class module, located in the Accounting group.
  2. Click the New button from the module toolbar.
    Create main class.png
  3. To create a main class, select None in the subclass combo box.
  4. To create a subclass, select the appropriate parent class in the subclass combo box.
    Classes.png

Edit, delete, or disable a class

  • Edit
    To edit a class, highlight the class line item and click the Edit button in the module toolbar. Double-clicking a class will also bring up the edit dialog where the Class Name, Subclass, or Active Status of the class can be edited.
  • Delete
    To delete a class, highlight the class line item and click the Delete button in the module toolbar. You may not delete a class without first deleting subclasses beneath it.
  • Disable
    If a class cannot be deleted the class can be renamed or inactivated. To inactivate or rename a class, follow the Edit instructions above.


MODULE OPTIONS

Some aspects of the Icon.Class.png Class module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

Company tab
Class module options.png
  • Use class tracking
QuickBooks can use classes for categorizing transactions. Enabling class tracking in Fishbowl will allow a class to be specified on orders and order items.
  • Prompt to assign class if the default is "None"
With this option checked, a warning will be displayed when saving or issuing an order if an item does not have a class.
  • Force user to specify class on new sales orders
With this option checked, the user will be prompted to enter a class when saving a new sales order.
  • Force user to specify class on new purchase orders
With this option checked, the user will be prompted to enter a class when saving a new purchase order.
  • Xero category name
When integrated with Xero, Fishbowl can export the name of the Fishbowl class as a category in Xero. This option allows customization of the category label that is sent to Xero.