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The Parent tab displays parent information for Guardian 1 and 2. Select the icon next to Guardian 1 or 2 to toggle between parents/guardians.
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The third party screen is where divorced parents are split in the system and third party contracts are added for each child.
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The family tab of the family record displays basic family information and allows administrators the ability to add reporting group, track family status and basic settings.
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The summary tab on the family record displays basic information about a child.
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Available fields on the Admission/Personal tab of the Child Record.
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How to add a rate increase to the system.
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If a staff or admin user has access to the family record screen and the ability to add a sibling, they will be able to add a child for a parent.
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Created On: 09/28/2017
in How To's Financial
To pull a payment report navigate to the Payments > Payments/Adjustments screen- Select the Search Criteria option, enter a date range, select a payment type etc, then press View Select the Actions menu, then select Export-CSV or Export P...
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Capacity can be captured at the room or the room > semester level. This article will walk you through how to view and update capacity at either level.
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The credit card sections allow for a site to select the type of cards sites are allowed to process.