Lessons: Chart of Accounts (Add New, Hidden, Show)

SwimOffice Admin - SuperUser, Lesson Admin Full

  1. Team Admin
  2. Lesson Admin
  3. CoA (bottom)
  4. Select Add New to Add a New CoA
  5. Select a CoA and Hide
    --When you HIDE a CoA it will ONLY not show when you are required to pick a CoA to apply to a charge for instance Class Fee/Discount/Coupon Code
    --The Hidden CoA will show in all financial reporting
  6. Select a HIDDEN CoA and SHOW to have that CoA available for selection
  7. Use the Filter to narrow down your view

To generate a report for bulk CoA summary,
  1. Go to Team Admin > Lesson Admin > CoA tab (top row)
  2. Enter Date Range
  3. Click Report Now!
  4. If desired, click Export to EXCEL
See Also
Income Transaction Report
Account Revenue


TULessons Class Management

  1. Lessons deployment VIDEO tutorials
  2. Lesson Management VIDEO Tutorials
  3. Lesson Interactive QuickStart Guide
  4. Lessons: User Guide
  5. Lessons - How to turn it on
  6. Lessons - New Team: Cleanup your lesson program before you add/edit/deploy
  7. Can I access an account from the classes tab?
  8. Changing the Swim Lesson Button name
  9. Enforcing the emergency information to be filled
  10. Lessons - Setting a custom annual reg fee
  11. Lessons: Turn off the automatic wait list function for check payers
  12. Lessons - Turning the lesson filters Days offered & Time offered
  13. Lessons and How do I see the Full Heat map?
  14. Lesson - Calculation for prorate 'ON' and Prorate for No Class Days 'ON'
  15. Lessons - Email All Active
  16. How can I hide the open slots on the public facing view?
  17. Lessons - Do financial transactions from Lessons get included in the QuickBooks iif file?
  18. Lessons: Edit an account, reset password or update information/email/SMS
  19. Lessons: Multi-class percentage discount
  20. Lessons: Multi-student/swimmer percentage discount
  21. Lessons: Can I delete an account or student?
  22. How do I email the instructors?
  23. How do I hide the Annual Registration Fee wording on Lesson Home Page?
  24. Lessons - Adding New, Clearing, Deleting slot limits
  25. Lessons: Multi Edit Basic Info for Classes
  26. Lessons: Multi Overwrite Slot Structure / Multi Update class times
  27. Lessons: How Do I Know What My Monthly Lessons Revenue Will Be?
  28. Lessons - testing the lessons system
  29. How do I view the user defined fields in Lessons?
  30. How does the prorating fee for swim lessons work?
  31. Lessons: Set up a class for recurring monthly billing
  32. How do lesson sessions work?
  33. Lesson - Can I create/Clone a class with no or a zero fee associated with it?
  34. Lessons - Admins placing new students into a full class or onto a waitlist (override the slot limit)
  35. Lessons - Search returns a maximum 500 classes error
  36. Lesson - Can I hide the instructor tab?
  37. Lessons - Check payment and wait list
  38. Lesson - Email
  39. Lesson - How do I add an Instructor?
  40. Lesson - Creating Classes with No Times
  41. Lesson - I registered swimmers under my admin Account!
  42. Lessons - I moved my athlete but the payment screen did not show.
  43. Lesson - What is a Program / Subprogram / Class?
  44. Lesson - Why Can't I save my Class
  45. Lesson Instructor Admin Levels
  46. Lesson Report of Account and Student Information
  47. Lessons - Setting Account Status (including suspending the recurring billing system)
  48. Lessons - Can I enforce the middle name during registration?
  49. Lessons - Can I generate a report showing Curriculum items?
  50. Lessons - How Family Fee works in Class setup
  51. Lessons: View Account and Student info on swim team side
  52. Lessons - Add Student to Lessons program
  53. Lessons - How do I add a waiver and make it optional or required?
  54. Lessons - How do I Add more registration spots to a class?
  55. Lesson - Search by 'ALL' on students tab and Accounts/Revenue Tab returns no data
  56. Lessons: Only allow returning students to signup/ different signup dates for returning vs new
  57. Lessons - How do I change my Swim Lessons button title?
  58. Lessons - How do I delete a Class?
  59. Lessons - How do I print or view legally binding agreements?
  60. Lessons - How do I turn off classes or disable them?
  61. Lessons - How do I turn on or off check payment and Credit Cards?
  62. Lessons - What is a Heat Map?
  63. Lessons: If a credit card fails in Recurring Billing will the entire amount be billed the following month?
  64. Lessons - What is curriculum?
  65. Lessons - Why aren't my classes showing?
  66. Lessons - Why can't I see my Swim Lessons button or tab?
  67. Lessons Wait List Q&A
  68. Lessons: Annual Registration Fee per Account / Member
  69. Lessons: Apply additional fee/charge or discount based on yes/no question
  70. Lessons - Attendance Report
  71. Lessons: Chart of Accounts (Add New, Hidden, Show)
  72. Lessons: Convert Member / Can I push my lessons student to my TU USS site?
  73. Lessons: Coupon Code
  74. Lessons: Excel Export for students
  75. Lessons: Find which time slots students are in
  76. Lessons: How can I generate a refund report?
  77. Lessons: How can I know when new students register?
  78. Lessons: How can I view account revenue and student information?
  79. Lessons - Cancel / remove a student from a registration
  80. Lessons: Clone a class
  81. Lessons: How do I create a Multi-Class discount for the Lessons program?
  82. Lessons - Creating a multi-swimmer dollar discount
  83. Lessons: How do I delete [Not Assigned] instructor from registration page?
  84. Lessons: How do I export a report that shows the medical notes?
  85. Lessons: Manually register student(s)
  86. Lessons: How do I print an instructors report?
  87. Lessons: How do I refund?
  88. Lessons: How do I see who has paid by check versus credit card and vice-versa?
  89. Lessons: Remove a waitlist/wait list student from the system
  90. Lessons - Management & reporting including attendance and student moves
  91. Lessons - Update credit card information
  92. Lessons: Run a one time credit card charge or refund
  93. Lessons: Add or edit pool location Map
  94. Lessons: How do my instructors print a roster / lesson report?
  95. Lessons: Income Transaction Report
  96. Lessons: Monthly Report
  97. Lessons: Moving Athletes / Students
  98. Lessons: Print a list of addresses, phone numbers and emails
  99. Lessons Step 1A - System Setup
  100. Lessons: User Defined Field for Account and/or Member
  101. Monthly Lesson - Change Payment Type
  102. Monthly Lessons - How do I find out if a credit card failed?
  103. Monthly Lessons Credit Card Refund
  104. Optionally send receipt email when you manually add or move a student
  105. Lessons - What is Class Manage?
  106. Why can't I see my Classes?
  107. Why isn't my swim lesson module turned on?
  108. Can I delete classes in lessons?
  109. What order are Wait List students in? How do I view?
  110. Lessons: Mailing Labels
  111. Lessons - Reporting Tools and Reports
  112. Lessons - Account keeps getting the error that their login/password is not active
  113. Lessons - Non Admin credit card update / change CC information
  114. Lessons - Expiring Credit Card Report
  115. Lessons - Manually refund a credit card / refunding to a different card or different payment method
  116. GST (Goods & Services Tax for AUS only) - Lesson implementation / reporting
  117. Lessons: Add a charge or credit to a Lessons account
  118. Lessons: Why didn't a additional credit/charge apply to lessons account at checkout?
  119. Lessons: Pay an additional charge
  120. Lessons: Apply a credit to a Pay by Check charge
  121. Lessons - Do additional credits or charges apply to recurring billing?
  122. Lessons: Move a student to a different class
  123. Lessons: Customize the program registration bar(s)

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