Transaction Types are used to properly record the type of fee and payment transaction. They are used for reporting and for searching information in Jackrabbit. Credit transactions will decrease a family's balance and Debit transactions will increase the balance.
Some Transaction Type fields have already been included for you. Several are reserved for Jackrabbit functionality and can not be deleted, however, they can be hidden. The pre-assigned Transaction Types are a great starting point, but it's easy to create more.
Create a Transaction Type
Follow these steps to create a Transaction Type.
- Go to the Gear icon > Settings > General > Drop-down Lists (left menu).
- Click Transaction Types from the Transaction section on the left menu.
- Click Add Row to add a new Transaction Type.
- Enter the name of the Transaction Type and select Debit or Credit from the drop-down list. This tells Jackrabbit whether the transaction should debit or credit a family's account.
- Click Save Changes.
Click the Hide from users checkbox next to a Transaction Type (including reserved) to hide it from all of the drop-down lists in your database. This can be especially useful when you are no longer using a Transaction Type but want to retain your historical reporting for it. Deleting drop-down values in Jackrabbit is not recommended because it impacts your ability to filter for that value in your reports.
Delete a Transaction Type
Follow these steps to delete a Transaction Type.
- Go to the Gear icon > Settings > General > Drop-down Lists (left menu).
- Click Transaction Types from the Transaction section on the left menu.
- Select the Transaction Type you no longer need and click Delete. Click OK in the warning window.
- Click Save Changes.
Deleting a drop-down value can affect your historical reporting. Review the Customize Drop-down Lists Frequently Asked Questions before editing or deleting a drop-down value).
