Transaction Subtypes

Transaction Subtypes further define and expand a Transaction Type. For example, if the Transaction Type is Tuition (Debit), the Transaction Subtype could be the month (Jan, Feb, Mar, etc.).

  1. Go to the Gear (icon) > Settings > General > Drop-down Lists (left menu).
  2. Click Transaction Subtypes from the Transaction section in the left menu.
  3. Click Add Row to add a new Transaction Subtype and enter the name.
  4. Click Save Changes.

TIPS

  • Select the Hide from users check box next to a Transaction Subtype to hide it from all of the drop-down lists in your database.
  • Some Subtypes are reserved for use with Jackrabbit features, such as Automated Tuition Posting.
  • Deleting drop-down values in Jackrabbit is not recommended because it impacts your ability to filter for that value in your reports.


Example of a Transaction Type & Subtype on a Family's Transactions tab:

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