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The Accounts Receivable report displays the open balances by program, child and family. Overall balances are split between family and specific agency totals.
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The Accounts Receivable report displays the open balances by program, child and family. Overall balances are split between family and specific agency totals.
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Report Description The Family Aging report displays family balances for the last 28 days, broken up into each week. It also calculates the balance and aging as the date entered, instead of the end of the week. Report Conditions N/A Sample...
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Report Description The Family Aging report displays the balance for the parent/family with aging that shows how much is outstanding for each of the last 4 weeks and beyond. If the client has period billing, the report uses a date as of the end of...
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How to add a child (family) from the admin side.
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To add or change a username or password for a parent so they are able to access the parent or Connect portal, go to the family's record within the system- then select the Parent tab.
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The Account screen is where parents can locate the authentication code, change their password, update/add security questions, and link other accounts. Account Information The account information section includes: User name - used to log into th...
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Daily InSites are added from the InSite Classroom app. They provide parents with information about their student’s day. Different categories can be added on the administrator site, such as reading, math, nap time, etc. Below is an example of an InSi...
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Auto-Pay allows a parent to enter payment information into the system and have their card automatically charged for fees.
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The communication section of the portal allows parents to see generic documents, links or teacher profiles.