Transaction Categories

Create your own credit and debiting categories for more customisation in your Audit Summary and Reconciliation reports.

1. Go to 💻Billing > Family Transactions
   
2. Click Transaction Categories (in the quick links)
3. Enter a description (name) for your new category
4. Select 'Debit' from the dropdown
5. Click Add Category Item

💡 Click Add New Item in the top right corner to clear the input fields

1. Go to 💻Billing > Family Transactions
2. Click Transaction Categories (in the quick links)
3. Enter a description (name) for your new category
4. Select 'Credit' from the dropdown
5. Click Add Category Item

💡 Click Add New Item in the top right corner to clear the input fields

1. Click the blue Edit button next to the category
2. Make changes to the Description (name) and/or Status (deactivate checkbox)
3. Click Update Category

💡 Once added, you cannot change the Debit/Credit type

When Adding Transactions to families, you can select the Transaction Category after selecting Add Debit or Add Credit.

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