Classifications

In this article, we’ll explain what classifications are and how they can be used within Reckon One. Classifications help make your financial data more meaningful, particularly when generating reports.

What are Classifications?

Classifications are a way to tag transactions in Reckon One, allowing you to group and filter data for more detailed and insightful reporting. They're especially helpful when you want to view your business performance from different perspectives.

Although using classifications is optional, they offer valuable flexibility. Some common use cases include classifying transactions by:

  • Region
  • Sales representative
  • Business division
  • Project or department

Managing Classifications in Reckon One

To manage your classifications:

  1. Go to Settings > General > Classifications

Why Use Classifications?

By tagging your transactions with classifications, you can:

  • Generate custom reports based on specific tags
  • Track performance by division, sales team, or location
  • Make more informed business decisions using segmented data


Need more help?

Ask the Reckon Community at: https://community.reckon.com/categories/reckonone

Or Log a Support Ticket: https://www.reckon.com/au/support/

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