Embedded Files
We will use this report to (1) ensure correct charge category and (2) correct amount.
Step 1
Step 1
Locate Report
Report > Financial > Fin-6 > Category List Report
Step 2
Step 2
Run Report
Preset: SSP Charges & Amount - change dates
Display options listed below if there is any issues with the preset
Start & End Date select based on registration time frame.
HINT: SSP enrollment opened 04/01/2024 & search to todayDownload: CSV
Step 3
Step 3
Sort Charge Category
Note: There is a section of Charges and a section for Deleted Charges.
Delete Row 1
Delete the "Deleted Charges" section at the bottom
The Charges section sort by Charge Category (column H)
Those with a Charge Category other than Summer Six Pack need to be recreated with the correct charge category.
Send coaching to the Site, GM & Jessie for the staff member that needs to be followed up with.
Step 4
Step 4
Sort Amount
Note: There is a section of Charges and a section for Deleted Charges.
The Charges section sort by Amount (column K)
Investigate those with an odd amount
Notes of why the difference?
Has the session been built incorrectly?
Fix as needed
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