Does anyone know how to apply a class to expense categories? Or alternatively, if I restrict a g/l account to a class, will all expenses that use the expense category with that underlying account be coded to that class segment?

You can’t adding a class to expense categories and restricting an account with a class doesn't impact segmentation on your GL one possibility is to create a script that automatically populates the class based on the category used. Another option is to use a workflow action script ( a regular workflow doesn't have access to sublist expenses, only items.)

Shoot. I had a feeling that was the case but I hoped I was missing something simple. My goal is to be able to filter the income statement by class and have everything allocated appropriately, but the expense reports are giving me trouble. Thanks for the quick response.

ahh you can then use a classic workflow for expenses report and use a set field value on the expense sublist (it works for expenses reports). I thought you were using categories for vendor bill . Do you want to use the class at header level or at line level?

That might work! Right now I'm using a mix of header and line level depending on the scenario ex, purchase orders at the header level as the entire charge goes to one class, (although I need to test if accruals also go to that), journal entries at the line level because they're often a mix.

Just configure a workflow on transaction > expense report