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Notifications in the system can come in the format of email communication or eventually texting or phone calls (through additional third party setup). To view the types of emails that are sent out automatically from the system- when, from w...
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The Transfer Balance feature allows administrators to transfer an entire balance or partial balance to another family. Search for the family to transfer the balance from by entering the last name into the Search box or using the magnifying...
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Late Pickup Fees allow a center to add rules to how a family should be charged if a student is picked up after center hours. Late Pickup Fees must be setup prior, click here for instructions. Adding a Late Pickup Fee to a Student Search for the...
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Deposit Correction gives administrators the opportunity to correct a previous deposit amount or details. Navigate to the family's record Click the Financials tab Click Actions, then select Deposit Correction Complete the Dep...
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This screen only accepts paper-type payments; these include cash, check, and money order. Navigate to the family's record Click the Financial tab Click Actions, then select Make Payment Complete the Payment Allocation detail ...
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The Charge/Reduce Revenue option allows administrators to simplify adjustments made to financial ledgers for families within the system. Using this method administrators can select what Type - Fee Valid Values can be setup in the system and have cha...
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Coupons in the system allow administrators to advertise specific discounts as marketing or use coupons as a reward for families in the center. Before setting up coupons , Revenue Type Valid Values , Type - Fee Valid Values , and Rate Categories ...
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The PrePay Deposit option allows administrators to accept prepayments for families in the system. This is frequently used by businesses that accept prepayments, but do not want to have a large credit on a family's financial ledger. Navig...
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Report Description The CACFP Eligibility Renewal report will pull CACFP contracts that are expiring for the selected date range. Report Conditions The Center is not required; if the center is left blank, data will pull for all sites I...
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Report Description The Meal Count and Attendance report shows which meals were served to each student and a monthly summary. Report Conditions A center must be selected If no date is entered, data will pull for current week If a date...