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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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How to print year end tax statements for families
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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: 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 > Payments screen allows users to search and display payments received in a particular period.
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Parents have the option to use the QR code check in, instead of using their PIN. Parents must first download the InSite Parent application to use this feature. For parent instructions click here . QR Code Setup Prior to parents using the QR code...
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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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Reoccurring Billing Classrooms are programs or rooms that have a weekly or monthly reoccurring billing cycle.
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Registration confirmation questions allow for sites to ask their parents to verify information before registration is complete. These types of questions are typically questions such as- "I confirm I