This article is designed to help with creating transactions. This can be down per account, or to an account per service. This article will also include reporting on transaction catagories.
TABLE OF CONTENTS
- Creating a transaction from the Transaction screen
- Creating a transaction on an account
- Creating bulk transactions on accounts
- Reporting on Transaction Categories
Creating a transaction from the Transaction screen
Navigate to Billing in the menu, select Transactions from the drop down options.
Click + Add Transaction
Select Transaction
Complete the required fields and click Save
Creating a transaction on an account
Navigate to Families in the menu, select Accounts from the drop down options.
Select the relevant account and select the Billing tab then Transactions
Select + Add Transaction
Complete the required fields and use Save
Creating bulk transactions on accounts
Navigate to Billing in the menu, select Transactions from the drop down options.
Select + Add Transaction
Select Bulk Transaction
Complete the required fields and select Review
Review Details and select Save
Reporting on Transaction Categories
Navigate to Billing in the menu, then select Transactions from the drop down options.
- Select the type of transaction you are reporting eg. Eftpos
- Select the Centre if more you have more than one
- Select Run Report
If you have selected the Transaction Types and Centre, you will just need to select account(s) (All Accounts or Individually), the Date Range to report on and select Run Report
The report will open as a CSV file in Microsoft Excel as below:
| Id | Date | Centre | Account Name | Amount | Type | Description | Created At | Created By |
| 4730-00003443 | 15/11/2021 | Shining Stars | Shep, J | 50 | Eftpos | 15/11/2021 | System |
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