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How to setup or edit categories in the system.
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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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The Payments > Online/POS Payments screen allows users to pull a report that displays gateway (ACH or Credit Card payments) that have been processed through 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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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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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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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.