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
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See Also
Income Transaction Report
Account Revenue

       

TULessons Class Management

  1. Lesson Deployment VIDEO Tutorials
  2. Lesson Management VIDEO Tutorials
  3. Lesson Interactive QuickStart Guide
  4. Lessons - New Team: Cleanup your lesson program before you add/edit/deploy
  5. Can I access an account from the classes tab?
  6. Changing the Swim Lesson Button name
  7. Enforcing the emergency information to be filled
  8. Lessons - Setting a custom annual reg fee
  9. Lessons - Turning off the automatic Wait List function for Check payers?
  10. Lessons - Turning the lesson filters Days offered & Time offered
  11. Lessons and How do I see the Full Heat map?
  12. Lesson - Calculation for prorate 'ON' and Prorate for No Class Days 'ON'
  13. Lessons - Email All Active
  14. How can I hide the open slots on the public facing view?
  15. Lessons - Do financial transactions from Lessons get included in the QuickBooks iif file?
  16. Edit an account in Lessons, reset password or update email/information
  17. Lessons: Multi-class percentage discount
  18. Lessons: Multi-student/swimmer percentage discount
  19. How do I delete an account from Lessons?
  20. How do I email the instructors?
  21. How do I hide the Annual Registration Fee wording on Lesson Home Page?
  22. Lessons - Adding New, Clearing, Deleting slot limits
  23. Lesson - Multi Edit Descriptions or Information in a class
  24. Lessons: Multi Overwrite you slot structure / Multi Update your class times
  25. Lessons: How Do I Know What My Monthly Lessons Revenue Will Be?
  26. Lessons - testing the lessons system
  27. How do I view the user defined fields in Lessons?
  28. How does the prorating fee for swim lessons work?
  29. Lessons: Set up a class for recurring monthly billing
  30. How do lesson sessions work?
  31. Lesson - Can I create/Clone a class with no or a zero fee associated with it?
  32. Lessons - Admins placing new students into a full class or onto a waitlist (override the slot limit)
  33. Lessons - Search returns a maximum 500 classes error
  34. Lesson - Can I hide the instructor tab?
  35. Lessons - Check payment and wait list
  36. Lesson - Email
  37. Lesson - How do I add an Instructor?
  38. Lesson - Creating Classes with No Times
  39. Lesson - I registered swimmers under my admin Account!
  40. Lesson - Multi Edit Function
  41. Lessons - I moved my athlete but the payment screen did not show.
  42. Lesson - What is a Program / Subprogram / Class?
  43. Lesson - Why Can't I save my Class
  44. Lesson Instructor Admin Levels
  45. Lesson Report of Account and Student Information
  46. Lesson User Guide
  47. Lessons - Can I enforce the middle name during registration?
  48. Lessons - Can I generate a report showing Curriculum items?
  49. Lessons - How Family Fee works in Class setup
  50. Lessons: View Account and Student info on swim team side
  51. Lessons - Add Student to Lessons program
  52. Lessons - How do I add a waiver and make it optional or required?
  53. Lessons - How do I Add more registration spots to a class?
  54. Lesson - Search by 'ALL' on students tab and Accounts/Revenue Tab returns no data
  55. Lessons: Only allow returning students to signup/ different signup dates for returning vs new
  56. Lessons - How do I change my Swim Lessons button title?
  57. Lessons - How do I delete a Class?
  58. Lessons - How do I print or view legally binding agreements?
  59. Lessons - How to turn it on
  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: How do I 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 class?
  107. Why can't I see my Classes?
  108. Why isn't my swim lesson module turned on?
  109. Can I delete classes in lessons?
  110. What order are Wait List students in? How do I view?
  111. Lessons: Mailing Labels
  112. Lessons - Reporting Tools and Reports
  113. Lessons - Account keeps getting the error that their login/password is not active
  114. Lessons - Non Admin credit card update / change CC information
  115. Lessons - Expiring Credit Card Report
  116. Lessons - Manually refund a credit card / refunding to a different card or different payment method
  117. GST (Goods & Services Tax) - Lesson implementation / reporting

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