Creating firm classifications

You can create a customized list of classifications for the firms you work with. The default selections are
Preferred
and
Standard
, but Company System Administrators can add to or delete these selections. The firm classification is maintained in the firm profile record, which can be viewed only by company users.
To configure the firm classification list:
  1. Click
    Settings
    in the left navigation.
  2. In the
    Accounting and A/P Settings section
    , click
    Vendor Classifications
    . The list of your available vendor classification values is shown.
  3. Click a classification name to edit it, or select an action on the toolbar to add one or more new classifications.
To view a report on the classifications of firms, follow the instructions in Using Report Builder to create a Firm report, and include the following column and filter:
  • Column:
    1. Under
      Columns
      , click
      Add Field
      .
    2. Expand
      ALL REPORT FIELDS
      and
      Information About Firm
      , and then select
      Firm Classification
      .
  • Filter:
    1. Under
      Filters
      , click
      Add Filter
      .
    2. Expand
      FIELD FILTERS
      , and then select
      Firm Classification
      .