|
|
|
|
|
The Transaction Details box provides configuration information for the various transactions available via the Money button on the Accounts Screen.
Name
The name of the transaction type.
Type
GL Code
Can be used by an external accounting system to identify the correct account to post this transaction into.
Default
If this transaction is typically for a fixed value then enter this value to have it pre-populated into the Money dialog. For example, if you have a yearly enrolment fee of $20, enter 20 here.
User
The minimum user trust level required to use this transaction. When setting up users and groups you can assign a trust level to each user that can be used to restrict access to certain facilities within QikKids. Users with a trust level less than what is assigned here will be unable to use this transaction type. See Configure Users.
Options
Print Receipt - generates a receipt number for the transactions.
Print Tax Invoice - generates a tax invoice number for the transactions.
Require GST - transactions include GST.
Require Description - requires the user to enter a description whenever this transaction type is used.
Allow Bulk - allows this type of transaction to be used when multiple family accounts are selected. Useful for enrolment fees and annual administration charges.
Allow Cancel - allows this type of transaction to be cancelled after entry.
Allow NGA - allows Non Government Assistance to be calculated on these transactions.
Discount / Surcharge
Indicates whether or not an additional discount or surcharge is calculated whenever this transaction type is used. This can be useful for applying automatic credit card levies or early payment discounts.
Payment Options
Payment types currently supported include: