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One of the features of defined billing is the ability to recreate billing for the current period . This means that if schedules have been added, attendance has been recorded, rates have been changed, or discounts have been added, the rate billed ...
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Last Updated: 06/04/2020
in System Walk-Through Family Tab The Family > Grade Change screen is used to change the grade level for multiple children at one time. The current grade level of a child is displayed on the Children tab within the family record. Best Practice : If updating multiple grades, updat...
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To move students to a different room, follow the steps below: From the Take Attendance action screen, select Move Select the student(s) from the left that should be moved Select the room the students should be moved to. This screen also di...
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Report Description The Monthly Food Spreadsheet is a monthly summary of how many meals were served per CACFP category (free, reduced, etc.) broken down into each week Report Conditions Leaving the From Date blank will pull data for the curre...
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Last Updated: 12/07/2020
in How To's FinancialHow to adjust the revenue type for a specific room/program.
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Last Updated: 05/03/2019
in How To's FinancialReceipting Prepay Deposits from the Make Payment Screen
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Report Description The Deposit By Type report displays deposit allocations sorted by category for each facility. This report can also be searched by invoice number. Report Conditions Leaving the date fields blank will pull all data up until ...
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If a student was checked in/out at the incorrect time or by mistake, attendance can be deleted. To delete a student's attendance for the day, follow the steps below. Please Note: only the current day can be deleted. The admin site must be used to d...
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Report Description The Balance Due report displays the balance due from parents and third party agencies. Report Conditions When pulling data from the business level, each center will display on a separate tab Sample Report Click the r...
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Report Description This report gathers the revenue data and payment transactions based on the family center. Please Note: discounts are not separated out on this version of the report, they are included in the amount of the transaction. Repor...