---
title: "Nano Classifiers"
description: "Associate classifiers with transaction line items and journal entry lines for detailed segmentation and analysis in ledgers and reports."
url: https://help.juan.ac/en/articles/9994104-nano-classifiers
collection: "Configurations"
updated: 2026-10-06
language: en
---

# Nano Classifiers

Associate classifiers with transaction line items and journal entry lines for detailed segmentation and analysis in ledgers and reports.

## Q1. What is a Nano Classifier?

-   A Nano Classifier lets you tag line items across transactions with custom labels, so you can report more granularly, such as in your Profit & Loss Report.
    
-   Each classifier has a type (for example, Department) and a set of classes under it (for example, Engineering, Sales).
    
-   A classifier's classes can use a Custom Type format, where you manually enter each class, or a Dynamic Type format, which automatically populates the classes from active records in your organization.
    
-   Helps you break down transactions more granularly, based on what matters to your organization.
    

![](https://files.gleap.io/pf/gattachments/Ti7kacZqwlhwv3DUEXY3DVxWqbaEu1cUTRrUbUDbFD6DEZ3cBlPoGnMcuUUxyM6IGLAalFXqx1E.png?v=1&k=a&s=api&e=1793880000&sig=uGLlR7L-PZKEeih5WalO9fKcxWXZGpgXmVpuaxOqH6s)

## Q2. How do I add a new Nano Classifier?

1.  **Open Nano Classifiers**: Go to **Settings → Configurations → Nano Classifiers**.
    
2.  **Start a new classifier**: Click + New Classifier.
    
3.  **Name the classifier**: Enter a name for the classifier (for example, Department).
    
4.  **Choose a Format**: Choose a Format for the classifier's classes.
    
    -   Custom Type lets you manually add classes yourself (for example, Engineering), pressing Enter after each one.
        
    -   Dynamic Type automatically populates the classes from active records in your organization (All Customers, All Suppliers, All Contacts, All Employees, All Users).
        

## Q3. Which transactions allow Nano Classifiers?

-   Nano Classifiers can be added to:
    
    -   Invoices
        
    -   Bills
        
    -   Customer credit notes (CCNs)
        
    -   Supplier credit notes (SCNs)
        
    -   Manual journals (MJs)
        
    -   Direct Cash-in
        
    -   Direct Cash-out
        
    -   Collection requests
        
    -   Direct disbursements
        
    -   Fixed Assets
        
    -   Sales Orders
        
    -   Purchase Orders
        
    -   Bank Reconciliation Adjustment
        
    -   Schedulers: Subscriptions, Invoice, Bills, Journals
        

## Q4. How do I use a Nano Classifier?

1.  **Apply at line-item level**: After creating Nano Classifiers, you can apply them at the line item level in transactions.
    
2.  **Open a transaction**: Open a new or existing transaction (for example, an invoice or bill).
    
3.  **Assign the classifier**: Click Select Classifier to choose from the created classifiers and assign them to line items for more granular reporting.
    
4.  The selected classifier(s) then show up on the transaction details.
    

![](https://staticfiles.gleap.io/ghelparticle/35PMMng7XfEaMovIHCR0ua5XRYQLk4UiUw1QyT65cZ0orccAWtydzK3nMVl7vyjkKcojqT8vLU6.png)

## Q5. Can I assign Nano Classifiers to items on the items list?

-   Yes. Assigning Nano Classifiers to items ensures they're automatically applied to line items in transactions, removing the need for manual assignment.
    

![](https://files.gleap.io/pf/gattachments/G2sGHpbl1CgGpFqX8dFimCQhVcIjM1F2ltrUbHhMdQcewc59GlHMTmGpz5eXS4R0NXjHWaEKJBp.png?v=1&k=a&s=api&e=1793880000&sig=VTuxTglkNU47dsxotw2hqQoBSIPFmyx0-nSDv2Wo71I)

![](https://files.gleap.io/pf/gattachments/UHuoWo2yodZBANVtXBgZbtQDBn4b19A5X1kwdSVlpvGrYqVYltRGu11TgnW28lB1k4oIRer7rML.png?v=1&k=a&s=api&e=1793880000&sig=tSG3vafzKFcgeodR6FvP6iZKJlSBkGkNszUpSysUwd8)

![](https://files.gleap.io/pf/gattachments/NoQmHJsF5EHXzWhjDNK0S8wNcojIap1CsXUmuFInE09vS1QQtJgv2fdD4NzJ8ZnrZ5H76iFj49x.png?v=1&k=a&s=api&e=1793880000&sig=VoPCTBH79lXYyiV5_3YgJBExljUgUjN-1XAfvzoRf-g)

## Q6. Where can I use Nano Classifiers for?

-   Under the Reports section, Nano Classifiers can be used as filters or as part of adjustable columns in certain reports.
    

![](https://staticfiles.gleap.io/ghelparticle/fFcsZlGTEMEKGS6iWsPTaKZhVsV5GpuAviPZc2LtsqQ2Wjy01Zp3aopEC6ZKkc2DTgZJ78jdn0i.png)![](https://staticfiles.gleap.io/ghelparticle/maNezDZKdeCOcZ3BVJ08MTuutlEK4PUdo1Qafe5M2EuSOzAYr9diTo61JfldQ4xff08sXcnatTB.png)

## Q7. What reports can I analyze using Nano Classifiers?

-   Currently, Nano Classifiers are supported in ledger reports.
    

## Q8. How do I edit a Nano Classifier?

-   **Open Nano Classifiers**: Go to **Settings → Configurations → Nano Classifiers**.
    
-   **Edit the classifier**: Click the classifier you want to modify, and choose Edit.
    
-   **Update details**: Modify the classifier name or classes as needed.
    

![](https://files.gleap.io/pf/gattachments/FAZ71KJXNocp3DqDkup8vTUHcCiSSYxcWkZK6YBYOgoya3ePxUh4uQHwTRKv1SzQCNHzCXNqndu.png?v=1&k=a&s=api&e=1793880000&sig=JMWhGdlmaARUfWjTZHQkUPMW3hAbkNjUSQDDlA0ohx4)

## Q9. How do I edit a classifier class name?

-   **Open Nano Classifiers**: Go to **Settings → Configurations → Nano Classifiers**.
    
-   **Select the class**: Select the class of the classifier you want to edit, and choose Edit.
    
-   **Rename the class**: Rename the classifier class as needed. The update automatically reflects in transactions, ledgers, and reports.
    

## Q10. Will changing a Nano Classifier affect existing data?

-   Modifying a classifier won't alter past data, but it will affect how that data displays in reports and views when using classifier filters.
    
-   Deleting a class or the Nano Classifier itself doesn't delete the record on previously attached line items. Editing a class, such as renaming it, applies retroactively to all line items where that class is used.
    

## Q11. How do I delete a Nano Classifier?

-   **Open Nano Classifiers**: Go to **Settings → Configurations → Nano Classifiers**.
    
-   **Delete the classifier**: Click the classifier you want to delete, and choose Delete.
    

## Q12. Will deleting a Nano Classifier affect existing data?

-   Deleted classifiers remain in historical records but no longer appear in new transactions.