Accounting classification
The bridge between everyday language and accounting language: each financial nature points to an account in the chart of accounts.
What you find on this screen
A portrait of the screen, read from the screen itself — it changes when the screen changes.
Available actions
Save classification
The list shows
AccountTypeCost classAccounting group
Form fields
NaturezaNatureza financeira do movimento que está sendo classificada contabilmente.
TipoTipo da natureza financeira, indicando se é entrada ou saída.
Classe de custoClasse de custo já atribuída à natureza no cadastro financeiro.
Grupo contábilDestino contábil da natureza: Operacional, Imposto, Imobilizado, Sócio ou Financeiro.
Start here
What it's for
Let the operation post an expense as "rent" and have accounting receive it in the correct account, without someone reclassifying a spreadsheet at the end of the month.
Rules
Classify once, and it applies to history
Once the category is linked, every new entry of that nature is already born classified. This is what lets the trial balance and the ledger come out without manual work.
A category without an account doesn't vanish — it stays visible
An entry with an unclassified category shows up as a pending item, instead of being dumped into a generic account. We prefer to show the gap rather than hide it inside an "other".
Reclassifying doesn't rewrite the past on its own
Changing a category's account applies to subsequent entries. Months that are already closed remain as they were — on purpose: a closed period that changes on its own is an audit nightmare.
Frequently asked questions
Do I need to classify everything?
For the trial balance, ledger and general ledger to close, yes. Start with the highest-volume categories: usually 20% of them account for over 80% of the entries.
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