Module Options:Class

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MODULE OPTIONS

Some aspects of the Small.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.