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By setting up and using semesters, students will have classroom assignments with a start and end date.
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How to group payments together, this will be most helpful if sites are trying to balance back to a bank statment.
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Families/New Children can be added to a center/site several ways. Through the center's new registration page- parents/guardians must add all detail and submit payment (in most cases) before their submission is sent to the center. The family woul...
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The Payments > Payments screen allows users to search and display payments received in a particular period.
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How to add or edit an auto-pay account for a parent within the system.
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Last Updated: 11/28/2023
in How To's Billing Overview Reconciliation is the process of comparing transactions and activity to supporting documentation. Further, reconciliation involves resolving any discrepancies that may have been discovered. The process of reconciliation ensures the accurac...
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The general ledger builder allows users to create short code that attach to valid values. When this is done the system will be able to pull detail for how a revenue or payment type valid value shoul
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Last Updated: 01/23/2024
in Setup ShortcutsBasic Steps for how to add a new center to your business.
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Last Updated: 11/27/2023
in System Walk-Through Home TabThe Home > General tab is where users can add or edit their center name, GL detail, contact email address, add and view license information.
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The Payments > Family Payment screen allows users to pull different versions of year end tax statements. This is most useful if a site will be printing off and mailing or distributing tax statements