Set up tracking codes to see how different areas of your Centre's business are performing (such as venue locations, individual classes) These codes can be sourced from your Chart of Accounts, ideal if you're importing invoice CSV data back into your Accounting Package.
1. Go to Main Menu select Account then Settings click on Finance
2. Go to the Accounting Code pane select on Enable accounting codes, ensure a green light appears
3. Then go to the Tracking Codes pane select the + Add
4. Enter the Code and tracking code Name
5. Go to Main Menu select Payments then Invoices select Issued use the Search to find invoice
6. Edit the Invoice Item
7. Use the drop down to apply the Accounting Code and Tracking Code press Save
8. Then select, Show accounting and tracking codes
9. Go to Reports select Payment then Invoice
10. Select CSV or Xero to download the invoice data