Set Up a General Ledger Class

GL Classes are used to categorise your GL accounts for better organisation and reporting. This step ensures that your accounts are grouped logically. The process is as follows.

1. Navigate to Accounts > General Ledger > Inquiry and then select the Class item. SapphireOne will display the General Ledger Class screen with a list of G/L Classes already in the data file.
2. Click on the blue + button on the main toolbar to create a new GL Class. The New Class data entry screen will be displayed ready for data entry.
3. Enter the Class Name, Description and any other details that are required.
4. Click the green tick button on the main toolbar to save the new General Ledger Class.

For more details, visit the Accounts > General Ledger > Class article.