We will use this report to (1) ensure correct charge category and (2) correct amount.
Step 1
Locate Report
Report > Financial > Fin-6 > Category List Report
Step 2
Run Report
Preset: SSP Charges & Amount - change dates
Display options listed below if there is any issues with the preset
Start & End Date select based on registration time frame.
HINT: SSP enrollment opened 04/01/2024 & search to today
Download: CSV
Step 3
Sort Charge Category
Note: There is a section of Charges and a section for Deleted Charges.
- Delete Row 1
- Delete the "Deleted Charges" section at the bottom
- The Charges section sort by Charge Category (column H)
- Those with a Charge Category other than Summer Six Pack need to be recreated with the correct charge category.
- Send coaching to the Site, GM & Jessie for the staff member that needs to be followed up with.
Step 4
Sort Amount
Note: There is a section of Charges and a section for Deleted Charges.
- The Charges section sort by Amount (column K)
- Investigate those with an odd amount
- Notes of why the difference?
- Has the session been built incorrectly?
- Fix as needed
Preset Selection:
- Select Dates of registration
- Camp Status: Active
- Program: Summer Six Pack
- All Collected Payments
- Source of Charge