Skip to main content
Missing a Revenue Category

Misc fee and forgot to associate a Revenue Category?

Ashley Owens avatar
Written by Ashley Owens
Updated over 11 months ago
  • Feature Summary: Adding a Revenue Category to a one-off Misc. Fee posted on a member's account.

  • Use Cases: If a Misc. Fee is posted on a member's account and a system user forgets to add a Revenue Category at the time of creation, the Revenue Category can be edited and added to the transaction afterward.

SETUP REQUIREMENTS

You can go to the Member account under all Transactions, and click the Transaction Date to go to the Transaction Details screen. On this screen, the pencil icon can be clicked to edit the Revenue Category.

You can also find this on the Transactions List and search for Misc. Fee.

Did this answer your question?