Lists

Under All Lists in the sidebar, Assure Books keeps the reference data every transaction draws from:

List	What it’s for
Chart of accounts	The account structure transactions get categorized into.
Customers	Who the client bills.
Vendors	Who the client pays.
Products & services	What the client sells, for invoicing and categorization.
Payment methods	How transactions were paid.
Product categories	Groupings for products & services.
Classes	Cross-account tags for segmenting reports (e.g. by location or department).
Locations	Physical or business locations to tag transactions with.

Each list is a standalone add/edit screen, reachable from the sidebar.

Next