This article is designed to create a Transaction type for adding credits/debts to accounts. These are added directly to the family account and do not get sent away to be collected via direct debit.
TABLE OF CONTENTS
Add a new Transaction Type
Navigate to Billing in the menu, then select Transactions from the drop down options. You can also navigate directly to the screen by selecting Billing in the menu, selecting Settings from the drop down options and then selecting the Transactions tab.
Select + Add Transaction Type
You will be taken to the Billing Settings screen, then select + Add Transaction Type again.
Enter the name for the transaction and select if it is a Credit or Debit. Then select one, multiple or all centres to add the new transaction type to.
You can choose to restrict the user roles allowed to create this transaction type on a family account. A user who is attached to this transaction type will find it available in the dropdown list when creating transactions. By default, if there are no roles set, then the transaction type is available to all users.
Note: Users that are not attached to the transaction type can still see the transaction on an account after it was created as well as edit and delete based on their permissions.
Once you have completed these choices, select Save.
Default Transaction Types
Kangarootime has twodefault transaction types that can be utilised when adding a credit or debit to a family account:
- Account Credit
- Account Debit
Notes:
Transactions created as Business-wide transactions will then be available as default transactions in each centre.
To remove a default transaction from a centre, remove it from the custom list in the in the business.
Default transactions cannot be removed from the Business.
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