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 “Chromebook Charger” that can be used each time a student purchases a new Chromebook charger.

To create an account category:

1. Go to Main > Tuition/Fees > Fee Accounts/Categories
2. Click Create Fee Category
3. Enter the Description of the category
4. Set the Fee Account associated with the category 
5. (Optional) Adjust the Level/Availability of the category 
6. (Optional) Enter the Default Cost
7. (Optional) Enter the Revenue Account Code
8. Save