Instructions for configuring and classifying cash transactions in Trade Control.
The Initialisation Process installs a classification template depending on your business type. The following documentation is a user guide for further configuration and fine tuning.
Cash Classification — Theory provides an overview of how and why cash classification replaces traditional accounting ledgers and nominal codes.
The Category Tree is where you define how your business classifies cash transactions.
Category Tree — Getting Around provides a quick orientation for using and understanding the Category Tree.
Category Tree — User Guide provides a practical, user‑focused guide to configuring the Category Tree.
Category Tree — Technical Guide provides a deeper dive into the mechanics of the Category Tree.
Cash Statement — Overview provides an introduction to the Cash Statement and how it is used to review and adjust cash classifications.
Cash Statement — Configuration provides detailed guidance on how the Category Tree shapes the Cash Statement.
Cash Statement Examples (How to Read It) provides practical advice on interpreting the Cash Statement output.
