This guide explains how to view and manage revenue-related transactions for specific course sections in XenDirect. It covers how to view existing transactions, make modifications, and clarifies that new revenue transactions must be recorded through the General Ledger and payment options.
Navigation
Main Menu → Services → Sections → Revenue tab
Applies To: Enterprise, Plus, Basic, Conference
Overview
The Revenue section allows users to view and modify transactions related to the revenue of a specific course section. This section helps track financial activities such as course payments, deposits, and any other revenue transactions linked to the course section.
- Transaction Modifications: While transactions listed here can be viewed, new revenue transactions must be created through the General Ledger or Payment options.
- Transaction Table: Revenue transactions are recorded in the same table as other financial transactions.
Step-by-Step Instructions
Viewing Revenue Transactions:
- Go to Main Menu → Courses → Sections → Revenue tab.
- A list of existing revenue transactions for the displayed course section will appear.
Adding New Transactions:
- Note: New revenue transactions cannot be added directly in this section. They must be recorded through the Client Payment options.
Key Notes:
- Transaction Modifications: You can modify existing revenue transactions but cannot create new ones from the Revenue tab.
- Payment Recording: To add a new revenue transaction, use the General Ledger or the relevant payment options, such as payments from clients.
- Transaction Table: All financial transactions, including revenue, are stored in the same table.
Conclusion
In the Revenue section, users can view revenue transactions related to specific course sections. Any new revenue transactions must be created through the General Ledger or Payment options. For further assistance, refer to related articles or contact support.