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Fix a Missing a Revenue Category for a Misc. Fee

Add or Edit a Missing Revenue Category on a Miscellaneous Fee

Written by Ashley Owens

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

  1. Navigate to the member’s Profile → Billing → All Transactions

  2. Locate the Misc. Fee transaction and click the Transaction Date to open the Transaction Details
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  3. Click the pencil icon to edit
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  4. Select the appropriate Revenue Category from the dropdown

  5. Adjust the transaction date if needed (optional)

  6. Click Save
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From the Transactions List

  1. Go to the Transactions List report (TRANSACTIONS > TRANSACTION LIST)

  2. Filter by Transaction Type: Misc. Fee
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  3. Click the Transaction Date to open the Transaction Details
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  4. Add or update the Revenue Category as needed
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Summary

Revenue Categories can be added or corrected at any time for Miscellaneous Fees, helping ensure your reporting remains accurate and complete.

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