Hey y'all ! Does anyone know how to change the department/class coding in an invoice? For example I have the invoice itself coded to the correct classification, but when I look at the GL Impact, the revenue line item doesn't have the same class and department coding listed. It is just blank.

I don't remember all the rules, but it has to do with whether or not the Department/Class are visible on each line of the transaction versus the header and/or whether or not they’re filled in. Generally I thought if you don't have Dept/Class exposed on the line item, all lines will take the value of the header Dept/Class value while if you do have them visible, each line will match whatever value is input on the transaction on the GL impact. All that said, you mentioned revenue, so it could be that ARM (revenue module) has different rules. I don't remember. There's definitely a bunch of complexity around it.

If class and department are coded in the header, they will appear on balance sheet data (e.g., bank account for a check). If they are coded on the transaction lines, they will appear on P&L data. You would need to have a script added to auto-fill the transaction fields from the header fields.