Transaction Categories - Creating Kindergarten Term Charges

This article will assist you with creating your Kindergarten Term Charges.

If your Centre charges by Term, you will need to create Debit Transaction types to apply the charges to your Families.

Select the Centre name, note if your configurations are set to Organisation or Provider, this won't display.
Select Transaction Categories
Select the Green + Add button

Name - Add in the name of the Charge e.g. Term 1 2023 Blue Room
Ledger Account - Select Revenue
Reference No. - Add in a reference number if applicable
Description - Add in a description, this will display on the Statements & Invoices
**Default Amount ($) - Add in the Term Charge

Note: This can be left blank or if populated can be edited when applying the Charge if you charge pro-rata.

Transactions with this category can be edited, reversed or deleted - Tick this option to ensure you have the ability to edit or delete if corrections are required.
Assign this transaction category to the centre (s) - If your settings are set to Centre and you are in Enterprise mode, you can assign this transaction to one or more Centres.
Select Save to save the new Transaction Type

Updated on: 22/12/2022

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