Fixed Transaction Items
Overview
Transaction Items provide a set list of fixed-price debits and credits that can be applied to family accounts. This helps to reduce errors caused by manually keying incorrect amounts and controlling who can manage the transactions list via specific user permissions. It also provides a greater level of reporting on who and when the credits are being applied for.
How to Configure
💡You will need to have 'Centre Admin' + 'CCS Access' permission
- Go to 💻 Families > Families/Accounts > Billing Structure (tab)
- Check the box 'Add Transaction must use Transaction Items'
- Click Update Billing Structure
How to set up transactions
💡You will need to have 'Can Manage Transaction Fee Items' permission
Go to Families > Family Transactions > Manage Transaction Items (Quick Link)
- Enter a Description
- Select if it is a Debit or Credit
- Select the Amount ($)
- (optional) tick the box if GST is included
- Click Add Fee Item
Editing/Updating Transaction Items
You can edit Transaction Items by clicking the blue edit icon. This allows you to update the description or deactivate/reactive a transaction item.
Price Changes
If you want to change the price of a Transaction Item, create a new item with a slightly different name, then deactivate the old one.
Allow Ad-hoc Transactions
Users with 'Allow Ad-hoc Transactions' can still manually enter figures for specific credits/debits when Fixed Transaction Items is enabled.
Go to Families > Family Transactions
- Select a Family Account and click Get Transaction Statements
- Open the Action menu and select Add Transaction
- Select Ad-hoc Transaction from the Transaction Item dropdown
- Select Credit or Debit
- Enter the amount
- Select the Credit/Debit Category (if any)
- Enter a description
- Backdate (if not today)
- Click Add Transaction
Reporting on Transaction Items
Go to Families > Family Transactions > Manage Transaction Items (Quick Link) > Transaction Fees Report (Quick Link)
- Select from the available filters (or leave as default for all)
- Type - Debit/Credit
- Transaction Item - name and type of items in your list
- Date range - 'from' and 'to' date
- Click Get Report