To Post a ledger item,

  • Click Post Ledger Item in the Family Ledger Card Details page. The Post Ledger Item page will be displayed:

Post Ledger Item Page

  • Enter the posting date of the ledger transaction in Posting Date. Mandatory Field. Cannot be lesser than the current date.
  • Select the type of billing transaction from the Transaction Type list.  The corresponding descriptions will be listed in the Description list. Mandatory Field.

Note: For the company configured to lock the tuition amounts, the amount for the transaction type ‘Tuition Charge’ will not be editable.

  • Select the description for the transaction from the Description list. The amount for the description (if any) will be displayed in Amount. Mandatory Field.
  • Enter the amount of the transaction in Amount. Mandatory Field.
  • Click the Credit Calculator icon  to make the necessary credit calculations (if any).
  • Select the specific child related to the transaction being posted from the Child list.
  • Enter the comments if any in Comments. Maximum of 100 characters.
  • Click Post to add the new transaction. The transaction will be added and displayed in the summary, along with the Balance Summary. To clear the entered details, click Reset. To sort the entries based on the ledger type, click the Ledger Column head. To return to the Family Ledger Search Results page, click Cancel.