Classes

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Revision as of 06:17, 10 January 2023 by RL (talk | contribs) (I added somewhat to the copy in this article.)
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FBO Classes 1.png

  • The Classes module allows accounting classes to be added, deleted, or edited.
  • Classes are a way to organize items in the Accounting system.
  • To create a new class, click the FBO New Icon Button.png New button. Each existing class is displayed in the search area on the left.
  • Classes can be set on the bottom of an order in Fishbowl Drive.
    FBO Classes on SO.png

Main section

The main page of the Classes module is quite simple. There are two column headers that identify every class that has been created:

  • Date Created - The month, day, and year (MM/DD/YYYY) a class was first created and saved by a user.
  • Name - The name of a class, which generally describes its purpose.

Action bar on the main page

The action bar on the main page of the Classes module doesn’t have a More Icon Button.png More button. So Date Created is the only type of date you can use. There is just a single option in the action bar, which is:

  • ADD NEW - Create a new class to categorize sales orders and purchase orders under.

How to create a new class

Clicking the ADD NEW button shrinks the list of classes to a small window on the left, and the larger section on the right is where you can create a new one. There is only one field to fill out in order to create a new class:

  • Name - A textbox to enter a descriptive name for the class. The character limit is 255.

Action bar in a class

Once you have entered a name into the field above, you just need to click one of the buttons in the action bar to save it:

  • SAVE - Save changes to the class and continue working on it.
  • SAVE AND CLOSE - Save the class and return to the main page of the Classes module.

After you save a class for the first time, it will appear on the list in the main page of the module. You can then click on a class to modify its name and save your change.