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Last Updated: 09/12/2019
in System Walk-Through Home TabOn the home page the square icons display the navigation tiles.
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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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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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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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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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How to add or edit an auto-pay account for a parent within the system.
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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
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The summary tab on the family record displays basic information about a child.