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

  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. 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: 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. How does the prorating fee for swim lessons work?
  33. Lessons: Set up a class for recurring monthly billing
  34. How do lesson sessions work?
  35. Lesson - Can I create/Clone a class with no or a zero fee associated with it?
  36. Lessons - Admins placing new students into a full class or onto a waitlist (override the slot limit)
  37. Lessons - Search returns a maximum 500 classes error
  38. Lesson - Can I hide the instructor tab?
  39. Lessons: Enter check payment / Pay & Approve
  40. Lesson - Email
  41. Lesson - How do I add an Instructor?
  42. Lesson - Creating Classes with No Times
  43. Lesson - I registered swimmers under my admin Account!
  44. Lessons - I moved my athlete but the payment screen did not show.
  45. Lesson - What is a Program / Subprogram / Class?
  46. Lesson - Why Can't I save my Class
  47. Lessons: Admin access levels
  48. Lesson Report of Account and Student Information
  49. Lessons - Setting Account Status (including suspending the recurring billing system)
  50. Lessons - Can I enforce the middle name during registration?
  51. Lessons - Can I generate a report showing Curriculum items?
  52. Lessons - How Family Fee works in Class setup
  53. Lessons: View Account and Student info on swim team side
  54. Lessons - Add Student to Lessons program
  55. Lessons - How do I add a waiver and make it optional or required?
  56. Lessons - How do I Add more registration spots to a class?
  57. Lesson - Search by 'ALL' on students tab and Accounts/Revenue Tab returns no data
  58. Lessons: Only allow returning students to signup/ different signup dates for returning vs new
  59. Lessons - How do I delete a Class?
  60. Lessons - How do I print or view legally binding agreements?
  61. Lessons - How do I turn off classes or disable them?
  62. Lessons: Allow/disallow check payments and credit cards
  63. Lessons - What is a Heat Map?
  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 Account Member Admin?
  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: Refund check or credit card
  88. Lessons: See who paid by check and credit card
  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: Add or edit pool location Map
  93. Lessons: How do my instructors print a roster / lesson report?
  94. Lessons: Income Transaction Report
  95. Lessons: Moving Athletes / Students
  96. Lessons: Print a list of addresses, phone numbers and emails
  97. Lessons Step 1A - System Setup
  98. Lessons: User Defined Field for Account and/or Member
  99. Lessons: Change Payment Type for monthly classes
  100. Optionally send receipt email when you manually add or move a student
  101. Lessons - What is Class Manage?
  102. Lessons: Can't see Classes
  103. Why isn't my swim lesson module turned on?
  104. Can I delete classes in lessons?
  105. What order are Wait List students in? How do I view?
  106. Lessons: Mailing Labels
  107. Lessons: Admin reports - Students, Registrations, Classes, CCs
  108. Lessons - Account keeps getting the error that their login/password is not active
  109. Lessons: Non Admin update/change credit card
  110. Lessons - Expiring Credit Card Report
  111. Lessons: Manually refund a credit card to a different card or payment method
  112. GST (Goods & Services Tax for AUS only) - Lesson implementation / reporting
  113. Lessons: Add a charge or credit to a Lessons account
  114. Lessons: Why didn't an additional credit/charge apply to lessons account at checkout?
  115. Lessons: Pay an additional charge
  116. Lessons: Apply a credit to a Pay by Check charge
  117. Lessons - Do additional credits or charges apply to recurring billing?
  118. Lessons: Manual credit card charge or refund through payment gateway
  119. Lessons: Move a student to a different class
  120. Lessons: Customize the program registration bar(s)
  121. Lessons: Make on demand charges with credit cards
  122. Lessons: Disable/remove option to pay by check/mail payment
  123. Lessons: ACH not available
  124. Lessons: Accounts with credit cards - CC on File report

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