Articles on: Configure Settings

Transaction Categories - Archiving non EFT Transaction Categories

Transaction Categories - Archiving non EFT Transaction Categories

This article will assist you with archiving non EFT (Electronic Fund Transfer) default Transaction categories.

Overview

The Australian Government is making changes relating to the payment methods available for Families to pay their GAP Fee.

The changes are that Families are required to pay their GAP electronically.

To assist you further see: Electronic Payment of GAP Fees

What are Electronic payment types?

Electronic funds transfer, or EFT, is when a customer pays a bill using electronic means. Typical EFT payment methods include:

Bank or credit card, including mobile wallets
Direct deposit or bank transfer, including PayID
Online payment systems through third party software
BPAY or Centrepay
Prepaid debit card.

For further information regarding information on EFT payment methods see here

Transaction types that can be archived

Bad Debt
Cash
Cheque
Direct Deposit
EftPos
NSW Government Fee Relief
Waiting List Registration Payment

Archiving no EFT Transaction Categories

If you would like to archive the non EFT Transaction categories.

Select the Settings Screen
Select Payments & Billing Settings icon

If your Settings are configured for Centre then select the centre name on the left. If your settings are Organisation then select the Organisation name on the left.
Select Transaction Categories heading

Select the 3 dot menu next to the non EFT transaction type eg. Cash
Select Archive from the drop-down men

Select Confirm Archive

The archived Transaction will display as Archived. Repeat this process for any other non EFT transaction types that you would like to archive.

This Transaction type will no longer be available as an option when adding a Once off Payment

Updated on: 05/07/2023

Was this article helpful?

Yes
No

Thank you!