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:
- ClickSettingsin the left navigation.
- In theAccounting and A/P Settings section, clickVendor Classifications. The list of your available vendor classification values is shown.
- 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:
- UnderColumns, clickAdd Field.
- ExpandALL REPORT FIELDSandInformation About Firm, and then selectFirm Classification.
- Filter:
- UnderFilters, clickAdd Filter.
- ExpandFIELD FILTERS, and then selectFirm Classification.