Adding Transaction Items - Departments & Rules

Adding Transaction Items (Defined Items) - Departments & Rules

Adding Transaction Items

(Adding Transaction Items with Assigned Departments and/or Rules)


1. Click "Lists"

2. Click "A/R Accounting"

3. Click "Transaction Items"

4. Click "Add"

5. Enter Description & Comment
(Description & Comment are typically the same. However, they can be different as the Description is viewable to staff with Accounting security and the Comment is viewable on the Statement / Invoice.)

Notes can be added for Administrative purposes (Optional)

6. Enter Amount of Transaction Item

7. Select if the Transaction Item is a Debit (Charge) or Credit

8. Default School Year is Current School Year

(This can be changed for items being added for specific school years only)

9. Select General Ledger Number

Transaction Item can be linked to a Department (Optional)

Transaction Item can also be marked as Prepaid Deposit (Optional)

10. Default Rule is None

Select 1 time Per Yr to only allow a Transactions Item to post to a Billing Account 1 time per year (Example: Application Fee is billed by Family, not by Student)

Select 1 time Per Lifetime to only allow a Transactions Item to post to a Billing Account 1 time (Example: Application Fee is billed by Family on initial Submission and not billed to family again)

11. Click "Save"

12. [[3500.11.5]]


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