Difference between revisions of "Transaction Classes"

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Transaction classes give you a way to classify your transactions. You can use classes to classify your income and expenses by department, location, event, or any other meaningful breakdown of the business you do.
  <div style="text-align: left;">[[ChamberMaster_Billing-TableOfContents|Table of Contents]] | [[ChamberMaster_Billing-Edit_an_Invoice_Template|Previous]] | [[ChamberMaster_Billing-Create_Transaction_Classes|Next]] | [[ChamberMaster_Billing-Index|Index]]</div>
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For example, if you charge for multiple events, you might create a Business Expo, an Annual Dinner, and a Golf Classic class for tracking income and expenses by event. At the end of an accounting period, you could view separate information for each event in the appropriate report download.
    <span>[[ChamberMaster_Billing-Getting_Started|Getting Started]]</span> : Transaction Classes</div>
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Administrators create desired transaction classes by selecting Setup->Transaction Classes. The classes you create are available to assign to your transaction when creating invoices, sales receipts, credits, write-offs and invoice discounts.
  <div style="color: #808080; font-family: Cambria; font-size: 18pt; margin-bottom: 12pt;"><span id="wwpID0E0VLB0HA">Transaction Classes</span></div>
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  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0ULB0HA">Transaction classes give you a way to classify your transactions. You can use classes to classify your income and expenses by department, location, event, or any other meaningful breakdown of the business you do.</span></div>
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Select Integrated Billing reports will include break-out by transaction class in the .CSV download file including
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0TLB0HA">For example, if you charge for multiple events, you might create a Business Expo, an Annual Dinner, and a Golf Classic class for tracking income and expenses by event. At the end of an accounting period, you could view separate information for each event in the appropriate report download. </span></div>
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*Receivable reports (Accounts Receivable Aging Detail, Open Invoices, Collections Report)
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0SLB0HA">Administrators create desired transaction classes by selecting </span><span style="font-weight: bold;">Setup-&gt;Transaction Classes</span>. The classes you create are available to assign to your transaction when creating invoices, sales receipts, credits, write-offs and invoice discounts. </div>
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*Sales report (Sales By Item detail), and
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0RLB0HA">Select ChamberMaster Billing reports will include break-out by transaction class in the .CSV download file including </span></div>
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*Transaction reports (Member Transaction Summary, Invoice Summary, Sales Receipt Summary, Credit Memo Summary, Write-off Summary)
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    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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These classes are also compatible with QuickBooks classes if choosing to export Integrated Billing and then import into QuickBooks.
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:ChamberMaster_Billing-rd_bullet.jpg|9px]]</div></td>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0QLB0HA">Receivable reports (Accounts Receivable Aging Detail, Open Invoices, Collections Report) </span></div></td>
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      </tr>
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    </table>
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  </div>
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  <div style="margin-left: 18pt;margin-bottom: 12pt;">
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    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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      <tr valign="baseline">
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:ChamberMaster_Billing-rd_bullet.jpg|9px]]</div></td>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0PLB0HA">Sales report (Sales By Item detail), and </span></div></td>
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      </tr>
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    </table>
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  </div>
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  <div style="margin-left: 18pt;margin-bottom: 12pt;">
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    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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      <tr valign="baseline">
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:ChamberMaster_Billing-rd_bullet.jpg|9px]]</div></td>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0OLB0HA">Transaction reports (Member Transaction Summary, Invoice Summary, Sales Receipt Summary, Credit Memo Summary, Write-off Summary)</span></div></td>
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      </tr>
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    </table>
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  </div>
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  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0NLB0HA">These classes are also compatible with QuickBooks classes if choosing to export ChamberMaster billing and then import into QuickBooks.</span></div>
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Revision as of 13:47, 4 September 2015

Transaction classes give you a way to classify your transactions. You can use classes to classify your income and expenses by department, location, event, or any other meaningful breakdown of the business you do.

For example, if you charge for multiple events, you might create a Business Expo, an Annual Dinner, and a Golf Classic class for tracking income and expenses by event. At the end of an accounting period, you could view separate information for each event in the appropriate report download.

Administrators create desired transaction classes by selecting Setup->Transaction Classes. The classes you create are available to assign to your transaction when creating invoices, sales receipts, credits, write-offs and invoice discounts.

Select Integrated Billing reports will include break-out by transaction class in the .CSV download file including

  • Receivable reports (Accounts Receivable Aging Detail, Open Invoices, Collections Report)
  • Sales report (Sales By Item detail), and
  • Transaction reports (Member Transaction Summary, Invoice Summary, Sales Receipt Summary, Credit Memo Summary, Write-off Summary)

These classes are also compatible with QuickBooks classes if choosing to export Integrated Billing and then import into QuickBooks.