Set Up and Add a New Client Class

Setting up and adding new Client classes in SapphireOne helps in categorising Clients for better management and reporting. This process ensures that all Client classes are accurately defined and utilised.

1. Navigation – Go to Accounts > Receivables > Inquiry and select the Class item. Sapphire one will display the Client Class list screen with a list of any Client Classes already set up in the data file.
2. New Class – When the list of Client Classes is on screen, click the blue +  button on the main toolbar. SapphireOne will display the New Client Class screen ready for data entry.
3. Data Entry – There are a number of areas in this function. In the Client Class area, enter the necessary fields such as Class ID, Class Name, and any other relevant details. Other details may be entered at a later date.
4. Saving – Finalise the new Client Class by clicking the green tick button on the main toolbar. SapphireOne will proceed to save and close the Client Class.
5. Checking – The user should then repeat the navigation procedure above and verify that the new class in now in the list of classes, and has been correctly entered.

For more detailed information, refer to the Accounts > Receivables > Class article.