Service Classes

Table of Contents Top Previous Next

Editing/Creating New Service Classes

To create a new service class, click the Setup option in the toolbar. In the Accounting Setup section, click Set up the service classes. If you are in the Service Code Entry screen and are creating or editing a fee-type code, you can click the Lookup icon in the Category field to access the Service Class screen also. This screen is also available when Service Classification is applied as a filter in a related list screen, such as the Account Code List screen.

The Service Class list shows all classes set up in the program.

To edit an existing class, highlight it and click Edit Service Class and make necessary changes. To replace the code, delete this class and recreate it with the corrected code.

To create new classes, click New Service Class.

Enter a code to identify this class. You can enter up to five digits or letters in this field.

Give the class an easily-identifiable name.

Click Save Changes.

Now when you create or edit a service code, this class is available.