Transaction categories allow you to organize the transactions within your CampSite database. Each time a transaction is created, it's labeled with at least 1 transaction category. Admin users can then filter financial reports by transaction category in order to generate financial data on a per-category basis.
Manage your Transaction Categories via Step 3 of the Camper Setup Wizard.
How do transaction categories work?
First, you'll create various transaction categories on Step 3 to reflect the different types of transactions you expect to generate. Then, you'll 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 transaction category you specified when setting up the transaction.
For example, on Step 5 of the Setup Wizard, you'll create the different prices for your camp sessions (called "Tuition Plans"). Every tuition plan must be assigned to a transaction category. Your tuition plans are then assigned to certain enrollment option bundles that appear on your enrollment form. When a camper enrolls for a particular enrollment option bundle, they'll be charged for the tuition plan assigned to that bundle. The camper's charges/payments will then be labeled with the transaction category that was assigned to the tuition plan.
Transaction categories are also used when admins create new transactions manually (via the family's profile).
Add a New Transaction Category
To add a new transaction category click "+ Add a new transaction category..."
- Enter the name of the new transaction category
- Optional: Enter a general ledger code (up to 10 characters)
- Select which enrollment years you wish to use the category towards
- 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 and cannot be edited.
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 the settings for an enrollment transaction (or assigned to any transactions in your database). However, you can hide a transaction category for certain year enrollment years you won't be using it by editing the transaction category and deselecting the year(s) for which it's not relevant.