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Step 3: Transaction Categories

Transaction categories allow you to organize the transactions within your CampSite database into certain categories, for reporting purposes. 

Every transaction gets database is labeled with at least 1 transaction category. Admin users can then filter financial reports by transaction category to generate financials on all transactions pertaining to certain categories.

For example, create a"Merchandise" category for all of your merchandise enrollment extras to report on the payments you've received for merchandise specifically.

To manage your transaction categories, navigate to Step 3 of the Camper Setup Wizard within the Campers Admin tab.

How do transaction categories work?

First, create various transaction categories on Step 3 to reflect the different types of transactions you expect to generate. Then, designate these categories to certain enrollment-related transactions you configure (e.g. tuition plans, enrollment extras, enrollment discounts, deposits). 

When a camper enrolls and those transactions are posted, they'll automatically be labeled with the category you specified when setting up the transaction. Transaction categories are also used when admins create new transactions manually (via the family's profile).

Add a New Transaction Category

Click + Add a new transaction category...

Name the transaction category, optionally, assign a ledger code. Ledger codes are also included in financial reports.

Select which enrollment year(s) the category is relevant and then click "Add transaction category" to save your changes.

The new transaction category will be added to your database. To apply the transaction category to certain enrollment form transactions, navigate to the corresponding setup wizard step and edit the "Category" settings for the transaction  (e.g. tuition plans, enrollment extras, enrollment discounts, deposits).

Edit a Transaction Category

Edit the name, ledger code, or enrollment years for a transaction category by double clicking the corresponding pencil icon.

Note: "Tuition" and "Cancellation fee" are built into your CampSite database so you cannot edit the name or delete either category.

Also, you can't disassociate a transaction category from a year in which the category was assigned to transactions.

Delete a Transaction Category

To permanently delete a transaction category from your database, double click the delete button on the right. Note: "Tuition" and "Cancellation fee" are built into your CampSite database and cannot be permanently deleted.

A transaction category cannot be deleted if it's been applied to transactions already (even in past years). However, you can hide a transaction category for certain year enrollment years by editing the transaction category and deselecting the year(s) for which it's not relevant.

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