Class Hierarchy

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For simplicity’s sake, this guide will refer to both classes and departments as classes. With classes enabled on the enterprise, the system will try to allocate a class for each expense transaction or line entry. Tallie allows you to configure classes at multiple levels of the expense reporting process. For transactions where multiple areas have been configured with a class, it will be determined by the highest ranking class reported.


 

For example, if no class is selected by the user on an expense when submitting a report, the system will look at the next location to assign the class - is there a class selected on the expense? If not, then it will continue down this list to find the next applicable class to use.
 
In another example, if a class is configured on every possible level, the Class on Purchase would take precedence and record that individual purchase using the class the user specified on it.