Group Classes add business-friendly dimensions (e.g., Region, Product, Unit) to your consolidated reporting so you can see not just what happened, but where and why.
Overview of Key Terms:
Group Class: A custom reporting dimension you define (e.g., Regions, Business Units, Product Lines).
Group Class Value: The selectable options within a Group Class (e.g., for Regions: UK, US, EU).
Mapping: Linking each Group Class Value to your accounting system’s tags so transactions roll up correctly.
Tracking Category (Xero) / Class (QuickBooks): The source tag on transactions that GATHER maps to a Group Class Value.
Task 1 - Open Group Class
From the dashboard: Multi-Entity & Display - Group Class.
You’ll see your existing classes, their status, and actions.
Task 2 - Create a Group Class
Click Add Class.
Choose the Group.
Enter a clear Class Name (e.g., Business Units, Regions, Products).
Click Add.
Task 3 - Add Group Class Values
In the new Class, add each Value (e.g., UK Operations, US Operations; or SaaS, Services).
Use + Add Class Value to create all needed options.
Save.
Task 4 - Map Values to Tracking
Open the Class and go to Mapping.
Use the company switcher to map per entity (each company can differ).
Drag available Tracking Category options (right) onto Group Class Values (left).
Preview and Update to save.
Note: Only active tracking categories from your accounting system are shown. Refresh if you’ve recently changed them there.
Task 5 - Check Status & Coverage
In the list, review Mapped (green) vs Unmapped (red) counts.
Aim for 0 unmapped to ensure complete reporting coverage.
Task 6 - Maintain the Structure
Edit to rename the Class or adjust Values (affects existing mappings).
Copy to reuse a successful setup in another Group.
Delete only if you’re sure you no longer need the Class (removes mappings).
Quick Tip:
Define a Group Class, add the Values, map them to your system’s tags, and your reports become instantly more meaningful - by unit, region, product, or any dimension that matters to your management.
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