Transaction Subtype

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. Save Changes.
Check the Hide from users checkbox next to a Transaction Subtype to hide it from all of the drop-down lists in your database. This can be especially useful when you are no longer using a Transaction Subtype but want to retain your historical reporting for it. Deleting drop-down values in Jackrabbit is not recommended because it impacts your ability to filter for that value in your reports.

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