Assign Account Codes

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Useful Information

Account codes can be assigned when your products and trips are first created.  See Set up Products or Add a Trip or Event.
If this was not done at the outset, they can subsequently be assigned to existing products.



Assign Account Codes to Products

  1. Click on the Configuration tab

  2. Select Income configuration

  3. Select Products

  4. Click on the required Product

  5. Select the required Account codes

  6. Repeat for other Products

  7. Click on Done



Assign Account Codes to Trips and Events

  1. Click on the Trips and events tab

  2. Select a Trip

  3. Select Change trip

  4. Select the required Account codes

  5. Click on Save and exit



Assign Account Codes to Dinner money, Extended day, Cafeteria account and Pre-payment account

  1. Click on the Configuration tab

  2. Select Banking configuration

  3. Select Pre-payment accounts

  4. Select the relevant pre-payment account

  5. Click on Set account codes/VAT

  6. Select the required Account codes

  7. Click on Done

  8. Repeat for other Pre-payment accounts

  9. Click on Done



To check account codes are assigned to all products

  1. Click on the Reports tab

  2. Select Products and orders

  3. Select Products report

  4. Click OK



To generate an Income report separated by Account codes

  1. Click on the Reports tab

  2. Select Sales and payments

  3. Select Sales reports

  4. Select Sales summary

  5. Select the required Date range

  6. Click on the Report categories tab and select Account codes

  7. Click on OK



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