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



  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. Lessons: Rename "Swim Lessons" button
  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. Lessons: Prorate class fees
  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: View upcoming monthly classes revenue
  28. Lessons: Report of monthly classes revenue
  29. Lessons: Find and fix credit card failures in monthly billing
  30. Lessons - testing the lessons system
  31. How do I view the user defined fields in Lessons?
  32. Lessons: Set up a class for recurring monthly billing
  33. How do lesson sessions work?
  34. Lesson - Can I create/Clone a class with no or a zero fee associated with it?
  35. Lessons - Admins placing new students into a full class or onto a waitlist (override the slot limit)
  36. Lessons - Search returns a maximum 500 classes error
  37. Lesson - Can I hide the instructor tab?
  38. Lessons: Enter check payment / Pay & Approve
  39. Lesson - Email
  40. Lesson - How do I add an Instructor?
  41. Lesson - Creating Classes with No Times
  42. Lesson - I registered swimmers under my admin Account!
  43. Lessons - I moved my athlete but the payment screen did not show.
  44. Lesson - What is a Program / Subprogram / Class?
  45. Lesson - Why Can't I save my Class
  46. Lessons: Admin access levels
  47. Lesson Report of Account and Student Information
  48. Lessons - Setting Account Status (including suspending the recurring billing system)
  49. Lessons - Can I enforce the middle name during registration?
  50. Lessons - Can I generate a report showing Curriculum items?
  51. Lessons - How Family Fee works in Class setup
  52. Lessons: View Account and Student info on swim team side
  53. Lessons - Add Student to Lessons program
  54. Lessons - How do I add a waiver and make it optional or required?
  55. Lessons - How do I Add more registration spots to a class?
  56. Lesson - Search by 'ALL' on students tab and Accounts/Revenue Tab returns no data
  57. Lessons: Only allow returning students to signup/ different signup dates for returning vs new
  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: Allow/disallow check payments and credit cards
  62. Lessons - What is a Heat Map?
  63. Lessons - What is curriculum?
  64. Lessons - Why aren't my classes showing?
  65. Lessons - Why can't I see my Swim Lessons button or tab?
  66. Lessons Wait List Q&A
  67. Lessons: Annual Registration Fee per Account / Member
  68. Lessons: Apply additional fee/charge or discount based on yes/no question
  69. Lessons - Attendance Report
  70. Lessons: Chart of Accounts (Add New, Hidden, Show)
  71. Lessons: Convert Member / Can I push my lessons student to my Account Member Admin?
  72. Lessons: Coupon Code
  73. Lessons: Excel Export for students
  74. Lessons: Find which time slots students are in
  75. Lessons: How can I generate a refund report?
  76. Lessons: How can I know when new students register?
  77. Lessons: How can I view account revenue and student information?
  78. Lessons - Cancel / remove a student from a registration
  79. Lessons: Clone a class
  80. Lessons: How do I create a Multi-Class discount for the Lessons program?
  81. Lessons - Creating a multi-swimmer dollar discount
  82. Lessons: How do I delete [Not Assigned] instructor from registration page?
  83. Lessons: How do I export a report that shows the medical notes?
  84. Lessons: Manually register student(s)
  85. Lessons: How do I print an instructors report?
  86. Lessons: Refund check or credit card
  87. Lessons: See who paid by check and credit card
  88. Lessons: Remove a waitlist/wait list student from the system
  89. Lessons - Management & reporting including attendance and student moves
  90. Lessons: Update credit card information
  91. Lessons: Add or edit pool location Map
  92. Lessons: How do my instructors print a roster / lesson report?
  93. Lessons: Income Transaction Report
  94. Lessons: Moving Athletes / Students
  95. Lessons: Print a list of addresses, phone numbers and emails
  96. Lessons Step 1A - System Setup
  97. Lessons: User Defined Field for Account and/or Member
  98. Lessons: Change Payment Type for monthly classes
  99. Optionally send receipt email when you manually add or move a student
  100. Lessons - What is Class Manage?
  101. Lessons: Can't see Classes
  102. Why isn't my swim lesson module turned on?
  103. Can I delete classes in lessons?
  104. What order are Wait List students in? How do I view?
  105. Lessons: Mailing Labels
  106. Lessons: Admin reports - Students, Registrations, Classes, CCs
  107. Lessons - Account keeps getting the error that their login/password is not active
  108. Lessons: Non Admin update/change credit card
  109. Lessons - Expiring Credit Card Report
  110. Lessons: Manually refund a credit card to a different card or payment method
  111. GST (Goods & Services Tax for AUS only) - Lesson implementation / reporting
  112. Lessons: Add a charge or credit to a Lessons account
  113. Lessons: Why didn't an additional credit/charge apply to lessons account at checkout?
  114. Lessons: Pay an additional charge
  115. Lessons: Apply a credit to a Pay by Check charge
  116. Lessons - Do additional credits or charges apply to recurring billing?
  117. Lessons: Manual credit card charge or refund through payment gateway
  118. Lessons: Move a student to a different class
  119. Lessons: Customize the program registration bar(s)
  120. Lessons: Make on demand charges with credit cards
  121. Lessons: Disable/remove option to pay by check/mail payment
  122. Lessons: ACH not available
  123. Lessons: Accounts with credit cards - CC on File report
  124. Lessons: Refund additional payments

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