Shared Classification Rules
One set of rules that multiple similar companies share, so you never repeat the work.
Who it's for
Chains and groups of similar companies, like restaurant franchises, and bookkeepers with many alike clients
Key benefits
- One rule set shared across every similar company
- Set up once - no repeating the work per location
- Auto-classifies matching transactions on import
Overview
Shared Classification Rules are one set of rules that multiple similar companies share, so you do not have to repeat the work - ideal for a chain of restaurants where every location buys from the same vendors. Define a match (by vendor name, amount, or pattern) once and every matching transaction in every company using the set is classified automatically from then on.
Related features
See how Shared Classification Rules fits into a plan on pricing, or how Count My Bucks compares to QuickBooks. Used heavily in Franchise accounting for every location, on one login..