Lessons: Chart of Accounts (Add New, Hidden, Show)
SwimOffice Admin - SuperUser, Lesson Admin Full
- Go to Lessons Admin.
- Chameleon users: In the side menu click Team Admin > Lesson Admin.
- New CMS users: In the side menu click Classes & Lessons > Lessons Admin.
- CoA (bottom)
- Select Add New to Add a New CoA
- Select a CoA and Hide
--When you HIDE a CoA it will ONLY not show when you are required to pick a CoA to apply to a charge for instance Class Fee/Discount/Coupon Code
--The Hidden CoA will show in all financial reporting
- Select a HIDDEN CoA and SHOW to have that CoA available for selection
- Use the Filter to narrow down your view
- Go to Team Admin > Lesson Admin > CoA tab (top row)
- Enter Date Range
- Click Report Now!
- If desired, click Export to EXCEL
Income Transaction Report