When adding line items to a receipt, you may choose to select a receipt line item, which will save a description and default dimensions. This is useful when the district receives income from the same source multiple times. Instead of looking up the dimensions every time, select a receipt line item to automatically fill in the saved information.
Examples of receipt line items include registration fees, specific grants, property rentals, revenue from taxes, and student lunch payments.
Create Receipt Line Items on Receipts
During the fiscal year, most new receipt line items will be created while entering a receipt.
To create a receipt line item while entering receipts:
- Go to Financials Main > Accounts Receivable > Receipts
- Create Receipt
- Add a Line Item
- Click add next to the Saved Receipt Line Item field
- Enter a Description and Dimensions
- Fill out the remaining details for this receipt
Manage Receipt Line Items
All saved receipt line items can be found at Financials Main > Accounts Receivable > Saved Receipt Line Items. On this page, you can create new receipt line items, edit existing ones, or delete unused ones.
If a receipt line item is no longer being used but has been used in the past, edit and mark it inactive. Inactive items will not be visible when adding line items to receipts.