Transaction Sub-type

Transaction SubTypes further define and expand a Transaction Type. For example, if the Transaction Type is Tuition (Debit), the Transaction SubType might be the names of each month (January, February, March, etc.)

  1. Point to Tools in the menu bar, and click Edit Settings.
  2. In the left menu, click Drop-down Lists.
  3. Click Transaction Sub Types from the Transaction section in the left list of choices.
  4. Click Add Row to add a new Transaction SubType and enter the name.
  5. Click Delete to delete a Transaction SubType. Note: Deleting a drop-down value can affect your historical reporting. Review the Frequently Asked Questions on the Drop-down List Editor page before editing or deleting a drop-down value).
  6. Save Changes.

Example of a Transaction Type & Sub Type on a Family's Transactions tab.