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Created On: 01/10/2020
in How To's Family By default there are several attendance codes in the system that display if a site does not configure student attendance codes under setup > system config > valid values.
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Selecting this option will create user names for guardians that do not currently have one created. The user name is generated based on the User Name Format field. Please Note : User names in the system prior to this batch job will not be upda...
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The System Config > Connect Portal screen allows options to display or be removed from the Parent Portal (family.daycareworks.com or connect.schoolcareworks.com). Actions Menu - click to view the Create Connect Portal User Names Click Setup ...
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The following features are coming soon! Associated Jira Feature Description CQ-3742 Rooms are closing, even when ‘Add To Wait List After Reaching Operating Capacity’ is set to ‘Yes’ fix CQ-3744 TERA - Pay Now Integration ...
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The following features are coming August 8, 2019! Please click the link, if applicable, for more information on the new/updated features. Associated Jira Feature Description CQ-3698 ADP Staff Tuition Export not showing all employees...
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There is a configuration setting on the System Config > Extended screen to allow the system to auto-pick which room a student is checked into. Please see below: If 'Setup > Extended Auto Pick Room for Select Check In/Out By Time' setting is set...
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Setup > System Config > General Config allows users to set generic settings for their site. This will be the first place to visit once a new center is created. Click Setup, then select System Config Select General Config Click the Daycare W...
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The following features are coming July 2, 2019! Please click the link, if applicable, for more information on the new/updated features. Associated Jira Feature Description CQ-3649 Balance discrepancy between Trial Balance and GP Exp...
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When a family is marked Inactive, they will not appear in the search results when using the Search box in the top left. Marking a Family Inactive Navigate to the Family Record Click on the Family tab Locate the Active box Uncheck the Activ...
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Created On: 06/05/2019
in How To's Financial How to record a prepay deposit (security deposit) from the payment screen on a family ledger.