Account Class Master

Name

The account class name (e.g., "Trucks", "Office Supplies", "Consulting").

Number

A unique account class number for identification.

Parent

The parent account class. Account classes can be organized in a hierarchy up to three levels deep. For example, "Vehicles" can be a parent of "Trucks" and "Cars".

Inactive

Toggle to deactivate the account class. Inactive classes do not appear in dropdowns or lists.

Save — Saves the account class.
Print — Prints the account class.
Copy — Duplicates the account class.
Cancel — Closes the screen.

Account classes are assigned to account posting lines in transactions such as General Journals and Cheques. They apply only to revenue and expense accounts — asset and liability accounts do not use account classes.

When account classes are in use, reports such as the Profit & Loss and Trial Balance can optionally show a hierarchical breakdown by class under each account. The Account Inquiry screen and Transaction Summary screen also support filtering by account class.