Once expense and income related transactions are added, providers can upload receipts, apply a business expense percentage, and modify or delete the transactions as needed. You can even split a transaction into separate amounts, allowing you to assign portions of the transaction to different categories.
Upload receipts
A PDF, photo or a screenshot of a receipt can be uploaded from your computer or mobile device and stored in brightwheel for future viewing. Receipts are limited to 10 MB in size.
Log in on the web
Select Expenses from the sidebar
Click the Transactions tab
Click Add under the 'Receipt' column
Select a file, or scan the QR code to upload a photo from your mobile device
Once uploaded, click Save
Split a transaction by expense category
There may be instances where you made a purchase that contains multiple expense types, such as buying classroom supplies and food in a single transaction. In this case, you can split the transaction to assign different amounts to different expense categories.
Log in on the web
Select Expenses from the sidebar
Click the Transactions tab
In the transaction row, click Actions > Split
Click + Add Split as many times as needed
Click Save when finished
Separate personal and business expenses
If a transaction contains both personal and business expenses, you can assign a "business expense %" to the transaction and this will ensure only the business portion of the transaction is counted in brightwheel.
To begin, ensure you've enabled the feature by customizing your expense settings, then follow the steps below to adjust transactions.
Log in on the web
Select Expenses from the sidebar
Click the Transactions tab
Select the checkbox next to the transaction(s)
Choose Edit biz %
Input the percentage of the business related amount
Click Update
You can also add the business percentage when you edit the transaction by clicking Actions > View/Edit, then locate the "Business use %" box.
Edit transaction details
If you need to adjust the details of a transaction, you can always edit the description, source, amount, date, or category type. Please note, the source cannot be edited if the transaction was imported from a bank account.
Log in on the web
Select Expenses from the sidebar
Click the Transactions tab
Click Actions > View/edit in the transaction row
Update the relevant details > click Save
Edit transactions in bulk
Edit transactions in bulk
To edit the Category and Description for multiple transactions at once, click the checkboxes on the left side > Edit description or Edit category.
Delete transactions
Transactions can be deleted so they are not counted towards your total income or expenses in brightwheel.
Log into brightwheel on the web
Select Expenses from the sidebar
Click the Transactions tab
On the transaction row, click Actions > Archive
To delete multiple transactions at once, click the checkboxes on the left side > click Archive selected.
Export transactions
If you need a overview of all your transactions in a file form, you can download and print your list of transactions.
Log in on the web
Select Expenses from the sidebar
Click the Transactions tab
At the top, select Export transactions
