Feature Summary: Add or update a Revenue Category on a one-off Miscellaneous Fee after it has been posted to a member’s account.
Use Cases: If a Miscellaneous Fee is created without a Revenue Category, admins can easily edit the transaction afterward to assign the correct category. This ensures accurate financial tracking and reporting.
SETUP REQUIREMENTS
How to Add or Edit a Revenue Category
From the Member Profile
Navigate to the member’s Profile → Billing → All Transactions
Locate the Misc. Fee transaction and click the Transaction Date to open the Transaction Details
Click the pencil icon to edit
Select the appropriate Revenue Category from the dropdown
Adjust the transaction date if needed (optional)
Click Save
From the Transactions List
Go to the Transactions List report (TRANSACTIONS > TRANSACTION LIST)
Filter by Transaction Type: Misc. Fee
Click the Transaction Date to open the Transaction Details
Add or update the Revenue Category as needed
Summary
Revenue Categories can be added or corrected at any time for Miscellaneous Fees, helping ensure your reporting remains accurate and complete.