How to Create a Transaction

Modified on Tue, 20 May at 11:12 AM

This article is designed to help with creating transactions. This can be done on a family's account, or applied to an account from the Transaction screen. This article will also include reporting on transaction categories.

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 Bulk Transaction
Complete the required fields, select the accounts or children you wish to apply the transaction to 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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