Transaction Types

What it is

Transaction types name why money moves on a member’s account — a flight charge, a tow fee, a membership fee, a deposit, a refund. Every type belongs to one direction, shown as two panels:

• Credit · money in — adds to the member’s balance.
• Debit · money out — subtracts from it.

Choosing the type decides the direction of the transaction.

System types are built in and marked System: Flight charge, Flight credit, Duty payment, Periodic charge, Periodic credit, Balance penalty and Bank payment. Rules use them when you don’t choose a type. They can’t be renamed or deleted.

Your own types can be used both for manual entries and by rules. Every rule names the type it posts under:

• Pricing Rules — a Charge type for the payer and a Credit type for the credited pilot.
• Duty Types — a Payout type.
• Periodic Transactions — a Type.
• Penalties — a Charge type.
• Bank Mapping Rules and the bank connection’s Default transaction type.

So a statement reads Airtime, Tow fee and Instruction as separate lines instead of one flight charge, and payment statistics total real categories. A slot for a charge accepts only debit types, a slot for a credit only credit types.

yourclub.aeroclubhq.com/transaction-types

How to use it

• Add a type — the + button opens Add Transaction Type: Name and Category (credit or debit). The direction can’t be changed later.
• Rename — your own types, from the row menu.
• Delete — only when nothing uses the type. If something does, the message names what: a number of transactions, pricing rule versions, duty types, recurring payment rules, penalty rule versions, bank mapping rules, or the bank connection’s default.
• Manual entries — single and bulk transactions on the Payments page offer only your own types.

Related

• Payments — where each entry is booked, and the grouped views.
• Payment Statistics — totals by type.
• Pricing Rules — the charge and credit types of flight billing.
• Bank Mapping Rules — the types bank payments post under.