Hi! Does anyone know if I add a custom field and source the full list of classes if I can source this class to show up in a transaction when I tag it at the line level or header?

This is difficult to do without scripting. We encountered the similar use case. What we did is we created the other way around. Projects first before transactions so you can fill out the Class by then

have you looked into the Project Classification SuiteApp? it allows setting a project classification at the header level

@Karina is the suiteapp free? Do you know or something the customer has to pay and provision?

@Asia - not sure, why won’t you try to install it and see what happens. My client had suiteprojects and did not have to pay extra, but perhaps it is available for any level of project