Items/Fees are the "products" that your church provides that can be charged for within transactions in the AR system. These records may represent physical items, or charges/fees for services rendered by your church. In order to create transactions, you must first have records for Items/Fees to use in those transactions. The Items/fees grid provides a quick reference for all the different records your church has in place for these various items and fees. The Items/fees grid is also where you can add, edit and delete records for these Items and fees.
- The Items/fees grid can be accessed within the Finance module by clicking on the "Receivables" section and then click on the "Items/fees" tab.
- The Items/fees grid displays the records for your Items and Fees. You'll see the Item number, description, price type, price, if this is a taxable item/fee, if the item/fee is inactive, and then dollar totals for the current and past 3 fiscal years, as well as the number of times this item/fee was used in each of those fiscal years. You can search this grid using the standard search conventions. The "Filter" field will let you choose if you're seeing active or inactive items/fees. If you wish to see both active and inactive fees at the same time, choose the (no filter) option in this field.
- You can add, edit, and delete items/fee records from this grid by clicking the corresponding button at the bottom of the grid. You can only delete an item/fee record if is not referenced in any transactions. If you try to delete an item/fee record that is referenced in a transaction, Shepherd's Staff will let you know how many transactions this item/fee record is used in.
- The "Print" button will let you generate a report that shows each item/fee record as seen on the Item/fee grid. You can also generate this report grouped by price type.