Classification Codes, Working with General Ledger Transaction Categories

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GL transactions can be classified using GL transaction categories. GL transaction categories are considered a classification code. Argenta comes loaded with common GL transaction categories to help you get started, but you can change them at any time. You can add or delete any GL transaction category by selecting General Financials or Classification Codes > GL Transaction Categories from the Argenta main menu on the left hand side of the screen.

View The Total Number Of Records
Above every list is a pink label that displays the total of all items currently displayed in the list. This is a quick and easy way to count list items.

Search The List
All classification code lists can be searched by the code’s title. Enter the title of the code you are looking for into the search field to search the list.

Export The List To Excel
Argenta contains many reports, charts, graphs, and statements, but it may be necessary to manipulate your own data. You can work with your data anyway you want by exporting it to Excel. Every List in Argenta had an “Export List To Excel” button above the list. Clicking the button exports the data currently displayed in the list to Microsoft Excel. If you have filtered the data by specific criteria, only the result set will be exported.

To Add A GL Transaction Category
Click the “Add a New Category” button above the list. The “Add A New GL Transaction Category” window will come up…

Type a name for your GL transaction category and click the “Add This Transaction Category” button. The window will close and the new GL transaction category will display in the list.

To Remove A GL Transaction Category
In the GL transaction category list, click the corresponding “Delete” button to remove the GL transaction category from Argenta. GL transaction categories that are already in use cannot be deleted. You will receive an alert indicating that you cannot delete the GL transaction category because it has been used to classify a GL transaction. If you still want to delete it, you can find the GL transactions associated with it by filtering the GL transaction list, reclassifying all associated GL transactions, then trying again to delete it.