Class Codes

Use class codes as a sort option for the Aged Trial Balance and Vendor Purchase History Reports. Unlike terms codes and distribution codes, Traverse does not assign any additional functionality or meaning to class codes.

Class Codes screen

Creating a Class Code

1. Click the New button, on the toolbar, to open a blank class code record.
2. Enter a new code in the Class Code field.
3. Enter a description of the new code in the Description field.
4. Click the Save button, on the toolbar, to save the new class code.

Editing a Class Code

1. Select a code to edit from the Class Code field.
2. Edit the fields as necessary.
3. Close the Class Codes function to save any changes made to the class code.

Deleting a Class Code

1. Select a code to delete from the Class Code field.
2. Click the Delete button, on the toolbar, to delete the selected class code.
3. Click Yes at the "Are you sure you want to delete selected record(s)?" prompt.

Produce a Class Codes List

1. Select the print preview button () to preview the list of codes.
2. The preview report screen appears.
3. Select the print button ( ) in the toolbar to print your list.