Follow

Step 3: Transaction Categories

Transaction categories allow easy reporting of different charges and payments within CampSite. Each transaction in CampSite must be associated with a transaction category, which may also include a General Ledger code. "Tuition" and "Cancellation fee" are standard transaction categories within CampSite.

Transaction categories can be accessed through Admin > Camper > Setup wizard > Step 3: Transaction categories.

Adding a new transaction category

Adding a new transaction category

To add a new transaction category click "+ Add a new transaction category..."

  1. Enter the name of the new transaction category
  2. You may optionally enter a general ledger code up to 10 digits
  3. Click Submit.

The new transaction category will be added

  1. Double-click to edit the general ledger code.
  2. Double-click the red minus sign to delete a transaction category. Note: Once a transaction category is in use, it cannot be deleted.
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk