The ClassReach Documentation for admins

Accounts and Categories

Here we will discuss setting up different Accounts and Categories within the Accounts. These will help you organize the charges to your users so they will know what they have been invoiced for. These can be as broad or as detailed as your school needs. The Accounts will be the overall account and the Categories will be the subsets for the Account.

For example: You may have the Account: Athletics, then the Categories for the Account may be: Equipment (for things like uniform costs), Registration (set to be used for registration costs), and Travel (for things like hotel cost for away games).

  • Sign in to your Admin ClassReach account
  • Navigate to the Financials tab
  • Click the Accounts tab within the window

To Add a New Account:

  • Click the +Account button in the top right corner of the Accounts window.
  • Fill out the relevant fields:
    •  Name: This will be the name of the account and how it appears to your customers.
    • Accounting Type:
      • Student-Based: This will allow the charges to be associated with a specific student.
      • Family-Based: This will allow the charges to be associated with a family as a whole.
    • Account Identifier: This will be a short code for the account, for example in lists or reports.
    • How will customers be invoices for this account?: Here you can select the Invoicing Plan the charges will be sent out with.
  • Click the Next button at the bottom of the window.
  • Now you can add the Categories for this account via the text boxes available.
  • Click the Save button at the bottom of the window.

To Add a New Category:

  • Select the Account you would like to add a Category to.
  • Click the +Category button at the top right of the Transaction Categories window.
  • Input the Name of the Category
  • Click the Save button at the bottom of the window.