If your business office reconciles revenue at the end of each month, GL accounting codes can make that process significantly faster. Once you configure your codes in Homeroom, they attach to activities automatically and appear in every revenue report you pull.
Step 1: Open Payment Tools
In the left-hand navigation, select Setup then Payment Tools. Scroll down until you see the Accounting Codes section.
Step 2: Add your GL codes and labels
For each GL code, enter two things:
The GL code itself — for example, 4601.01
A plain-language label — for example, "Fiscal Year 25 Summer" or "Enrichment"
The label is what your program directors and coordinators will see when they create activities. It removes the need for anyone to memorize code numbers.
Step 3: Save your codes
Once you have added all your codes and labels, save. Homeroom immediately makes those codes available across all activities in your account.
Step 4: Assign an accounting code to an activity
When creating or editing an activity, open the advanced options. You will see an Accounting Code field. Select the appropriate code from the dropdown. The label makes it straightforward to pick the right one.
Step 5: Pull your revenue report
When you download a revenue report, Homeroom includes both the accounting code and its label in the export. From there you can run a pivot table and sum by code to complete your monthly reconciliation.
Once your codes are set up, they carry forward automatically. You will not need to re-enter them each season.