How Do I Create Account Categories?

This article explains how admins can create account categories. Account Categories are used to easily apply fees to students. For example, you may create an account category called “laptop fee” which can be used each time a student purchases a laptop.

To create an account category:

1. Go to School Main > Tuition/Fees > Accounts
2. Next to the Account, click Categories
3. Create Category
4. Enter the Name for the Category
5. (Optional)Enter the Default Cost
6. (Optional) Enter in the Account Code
7. Save