Revenue Items

Used to identify the item purchased in revenue records of Client Payments and General Ledger. 

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Applies To:    Enterprise    Plus    Basic

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Field Details

• Revenue Item: name of the item. Required field.
  • Reserved Name: The name Single Shipping Fee is used for a specific feature in XenDirect. Only use for that purpose.
• Type: Type of item for categorization purposes. The list is not user-defined. Required field.
• Performance Formula:  Select one of the categories where the revenue item matches one of the financial categories used in the Performance Formula. This setting value is important only if you plan to use the related report/snapshots.
  
  • The formula is used in the [Performance Formula] InSight report, some snapshots, and some dashboards.

Revenue Item Funding

Applies To:    Enterprise

Used in conjunction with the Client Invoicing process.  Used to determine if the Client or the Funding Source pays the fees associated with registration. 

• Funding Source:  Required field.  Cannot be used more than once per Revenue Item.
• Covers Difference:  If checked Yes, Funding Source pays the difference between Regular and the Unsubsidized Fee fields.