Accounts

Overview

The Accounts page shows every financial account for the currently selected program as large buttons. Click an account to open its full transaction ledger. Each account belongs only to the current program — transactions never mix across programs.

The Accounts List

Accounts appear as large blue cards with the account name. Under each card you can:

• Rename — open the account form to change the name
• Delete — remove the account (confirmation required)

Use the search box at the top to filter accounts by name. Click Add New Account to create a new one.

Inside an Account (Transaction Ledger)

Click any account card to open its transaction list. You will see:

• Current account balance at the top
• Sortable table of all transactions
• Running Balance column (calculated chronologically)
• Search box to quickly find entries
• Color-coded amounts (green = credit, red = debit)
• Category column
• Student column (when linked)
• Cleared checkbox column
• View Receipt link under Payment Method when a receipt is attached

Cleared Transactions

By default only uncleared transactions are shown. This helps you focus on items that still need to be reconciled with the bank.

• Check the box in the Cleared column to mark a transaction as cleared.
• Use the green “Clear Selected” button (appears when rows are checked) to clear multiple transactions at once.
• Check “View cleared transactions” at the top to show both cleared and uncleared items.

Adding Transactions

Click the “Add Transaction” button inside an account. The form lets you record:

• Date, Amount, Payer/Payee, Payment Method, Check # / Reference, Memo
• Whether it is a Credit (money in) or Debit (money out)
• Category — choose an existing category or create a new one on the fly
• Link the transaction to a specific student (optional)
• Mark it as a Transfer between two accounts
• Mark it as a Fundraiser payment (with optional student attribution)
• Optionally attach a receipt (stored with Financial Documents)

Student-Linked Payments

Check “This payment is for student account/fees” and select a student. The form shows that student’s current balance and open fees so you can record the payment accurately against their account.

Fundraiser Payments

Check “This payment is for a fundraiser”. Select the fundraiser and (optionally) the student who should receive credit for the amount raised. This is attribution only — it does not automatically pay student fees.

Transfers Between Accounts

Check the box “This is a transfer between accounts”. Choose the “To Account”. FireSafe automatically creates matching debit and credit entries in both accounts.

Moving a Transaction

Use Move in the Actions column to send a transaction to a different account in the same program. Transfers cannot be moved.

Receipts

When a transaction has an attached receipt, a View Receipt link appears under the Payment Method column. You can also use Print Receipts to print all receipts for this account in a date range (with options for uncleared only or cleared only).

Editing & Deleting

• Single transaction: Use Edit, Move, or Delete in the Actions column.
• Multiple transactions: Check the boxes on the left, then use the red “Delete Selected” button that appears.
• Deleting a transfer removes both sides of the transfer automatically.

Printing

• Print — prints a clean version of the current transaction list
• Print Receipts — opens a date-range dialog and prints only transactions that have an attached receipt (optionally limited to cleared or uncleared)

Show Tips

Check the Show Tips box near the top of the Accounts list page for a quick reminder about how accounts work.