New Articles

  1. Balance and Collection- Accounts Receivable Report - PDF

    The Accounts Receivable report displays the open balances by program, child and family. Overall balances are split between family and specific agency totals.
  2. Balance and Collection- Accounts Receivable Report - Excel

    The Accounts Receivable report displays the open balances by program, child and family. Overall balances are split between family and specific agency totals.
  3. Aging - Family Aging Report - Excel One Tab

    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...
  4. Aging - Family Aging Report - Excel/PDF

    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...
  5. How to add a new family from the admin side

    How to add a child (family) from the admin side.
  6. Family Record, Parents Tab - Connect Password Reset

    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.
  7. Parent Portal - Account Screen

    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...
  8. Parent Portal - Daily InSite

    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...
  9. Parent Portal - Auto-Pay

    Auto-Pay allows a parent to enter payment information into the system and have their card automatically charged for fees.
  10. Parent Portal - Communication

    The communication section of the portal allows parents to see generic documents, links or teacher profiles.