To track any expenses beyond parent invoicing and payments, go to Billing > Accounting > Ledger Account. Click on the "New Ledger" in the upper right to get started.


Enter the name of your ledger and a description of what expenses you want to track.


Use the ellipsis (...) at the end of the row if you ever want to edit your ledger's name / description, or delete the ledger altogether. 


Click on the ledger's name to see its transactions. Use the "New Transaction" button in the upper right to either Add Expenses or Receive Payments.


When adding an expense or receiving a payment, you can list the amount and a description of the transaction. If it relates to students, you also have the option to assign students. 

Note: Any transaction recorded in a ledger will NOT be shared with parents or appear on the student's account page under Family Accounts. It is for internal use only. 

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