The Post Account Charges screen in Akada Online gives you the ability to post charges across multiple accounts at the same time using various different methods to suit your needs.
To Post Account Charges:
Locate the Financial section in the Settings menu to the left.
Click on Post Charges.
Select Account to be taken to the Post Account Charges page.
Review and update (if needed) the Session drop-down. It will be defaulted to your current session.
Use the Charge Code menu to select the charge to be entered (see pic above).
Enter the Charge Date to appear on the customer's transactions page.
Check the box if you would like any prior open credit or payment to be applied to this charge.
Check the box if you would like parents to be able to pay this charge through their parent account.
Use the Enter Charge For the menu to select the method the charge will be applied (details below).
Scroll down to review the charges (see pic below).
Use the grid to review the charges before postings.*
When satisfied click the Post Charges button.
A pop-up will appear to confirm the number and total amount of charges posted to the accounts.
Click Okay to close the pop-up.
Your posting should now appear in the Account Charge Posting History (see below.
If you discover you've made a mistake you may delete the entire posting using the Delete link to the right.
*When reviewing charges you may click the arrow next to the account name to expand the section and see more details of the charges to be included. This may be helpful on account of multiple children.
Account Charge Posting History:
For each posting created from this page, it will appear in the History. If you have created a posting and realize that it was done in error, you can easily delete the posting from here.
Enter Charge For menu:
Each Active Account - This option will add one charge to every active account.
Each Active Student - This option will add one charge for per active student to every account. You may include the students' names by checking the box.
Selected Accounts - This option gives you the ability to apply one charge to specific accounts. When selected a list of active accounts will appear. To select multiple accounts click to highlight the first one, press your control key (command for Mac users), and click on the additional accounts to charge.
Selected Students - This option gives you the ability to apply charges to the accounts associated with specific student(s). When selected a list of active students will appear. To select multiple students click to highlight the first one, press your control key (command for Mac users), and click on the additional students to charge.
Each Student Times the Number of Classes (one charge per student) - This option allows you to add one lump charge for all of the students enrolled in classes. For example, if your charge is $25 and the student is enrolled in 4 classes the account will receive one $100 charge.
Each Student for Each Class (one charge per enrolled class) - This option creates a separate charge for each class the student is enrolled in. For example, a $25 charge for a student in 4 classes will result in 4 separate $25 charges on the account. You may choose to include the student's name on the charge or to only apply these charges to students who are participating in recitals by checking the boxes. This may be handy for costume deposit charges.
Each Account with Selected Group Codes - This option allows you to apply a charge to accounts with selected charge codes. When chosen a list of your charge codes will appear below.
Each Student with Selected Group Codes - This option allows you to apply a charge to students with selected charge codes. When chosen a list of your charge codes will appear below. You may include the student's name on the charge by checking the box.
Each Student in Each Selected Class - This option gives you the ability to enter a charge for each student enrolled in specific classes.