How to add accounting groups
The accounting groups can be found in the Payment Reports section in the right hand column of the administration panel. Accounting groups can be used to track where the money coming into the organisation is coming from, aiding bookkeeping. To create an accounting group enter the code and description and click add. Edit a group by clicking edit beside it and save it when it is finished.
Accounting Code
If you are running an accounting system to manage your receipts, type in the relevant accounting codes here. When you create a new event or subscription type, you will be able to allocate that event or subscription to an accounting code. This information will then show on your payments report for each payment. It can include numbers or letters and be up to 16 characters long.
Description
This can be up to 64 characters and should include the name of the accounting group, for example, training, social, joining fee.
How to assign a subscription or event to an accounting group
Subscription
When you create, or edit a subscription, you can select an accounting group from the dropdown list of available accounting groups. Click here for details on how to create/edit a subscription.
Event
When you create, or edit an event, you can select an accounting group from the dropdown list of available accounting groups. Click here for details on how to create an event.
