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Company Classes

Company classes categorize clients, vertical markets or lines of business within your financial organization and are required when financially enabling a company.

Use company classes for:

• Associating with a company.
• Defining cost or rate matrices.
• Reporting.

Examples of company classes include:

• Industry. Government, education, consumer, technology
• Region. North America, South America, EMEA

A company can belong to only one company class at a time.