Procare SchoolCare Works

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        • Glossary
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        • Home Screen Overview
        • Basic Navigation/Searching Tips
        • Webinars
          •  Webinar: The Business of Child Care Conference Winter 2023
          • Webinar: Procare Solutions Industry Insights Fall 2023
          • Webinar: The Business of Child Care Conference Fall 2023
          •  Webinar: The Business of Child Care Conference Summer 2023
          •  Webinar: The Business of Child Care Conference Spring 2023
          •  Webinar: Getting Ready for Year End
          •  Webinar: Procare Solutions Industry Insights Winter 2023
        • Release Notes
          • Release Notes REL_JAN_25_2024
          • Release Notes 2023
            • Release Notes REL_DEC_07_2023
            • Release Notes REL_OCT_26_2023
            • Release Notes REL_SEP_28_2023
            • Release Notes REL_AUG_31_2023
            • Release Notes REL_JUL_27_2023
            • Release Notes REL_JUN_29_2023
            • Release Notes REL_MAY_25_2023
            • Release Notes REL_APR_27_2023
            • Release Notes REL_MAR_30_2023
            • Release Notes REL_JAN_26_2023
          • Release Notes 2022
            • Release Notes REL_DEC_08_2022
            • Release Notes REL_OCT_27_2022
            • Release Notes REL_SEP_29_2022
            • Release Notes REL_AUG_25_2022
            • Release Notes REL_JUL_28_2022
            • Release Notes REL_JUN_30_2022
            • Release Notes REL_MAY_26_2022
            • Release Notes REL_APR_28_2022
            • Tuition Express Release Notes: April 20 2022
            • Release Notes REL_MAR_31_2022
            • Release Notes REL_FEB_24_2022
            • Release Notes REL_JAN_27_2022
          • Release Notes REL_FEB_29_2024
        • System Walk-Through
          • Reviewing the Family Record
            • Family Record, Summary Tab
            • Family Record, Family Tab
            • Family Record, Child Tab
              • Family Record, Child Tab - Add Sibling
              • Family Record, Child Tab- Admission/Personal
              • Family Record, Child Tab- Doctor/Health
              • Family Record, Child Tab- Program/Room Assignment
              • Family Record, Child Tab- Program/Room Assignment, Assignment Actions
              • Family Record, Child Tab- Calendar View
              • Family Record, Child Tab- More, Additional Information
              • Family Record, Child Tab- More, Health
              • Family Record, Child Tab- More, Incidents
              • Family Record, Child Tab- More, Contacts
              • Family Record, Child Tab- More, Sponsors
              • Family Record, Child Tab- More, Information Record- PDF
              • Family Record, Child Tab- More, Daily Sheets
              • Family Record, Child Tab- More, Daily Log
              • Family Record, Child Tab- More, Attendance
              • Family Record, Child Tab- More, Manage Program Templates
              • Family Record, Child Tab- More, Documents/Checklist
              • Family Record, Child Tab - More, CACFP
              • Family Record, Child Tab- More, Registration-Excel
              • Family Record, Child Tab- More, Parent Managed Calendar
              • Family Record, Child Tab- More, Download Transportation Profile
            • Family Record, Parents Tab
            • Family Record, Parents Tab - Connect Password Reset
            • Family Record, Third Party Tab
            • Family Record, Auto-Pay Tab
            • Family Record, Vacation Tab
            • Family Record- Financial Tab
              • Family Record, Financials Tab
              • Family Record, Financials Tab - Adjustments/Add Fee
              • Family Record, Financials Tab - Charge/Reduce Revenue
              • Family Record, Financials Tab - Make Payment
              • Family Record, Financials Tab - Deposit Correction
              • Family Record, Financials Tab - Coupons
              • Family Record, Financials Tab - Pickup Fee
              • Family Record, Financials Tab - PrePay Deposit
              • Family Record, Financials Tab - Transfer Balance
              • Family Record, Financials Tab - Recreate Current Statement
              • How to take a credit card or ACH payment
              • Processing a refund
            • Family Record, Receipts Tab
            • Family Record - Active/Inactive Families
          • Star- Quick Links & Favorites
            • Quick Links- Things to Do
            • Quick Links- Add A New Child
            • Quick Links- Submit Payments
            • Quick Links- Take Attendance
            • Quick Links- View Outstanding Payments
            • Quick Links- View Payment Report
            • Quick Links - Batch and Report
            • Favorites
          • Home Tab
            • Home > Information
            • Home > Information, Tiles
            • Home > Checklist
            • Home > Dashboard
            • Home > General
            • Home > Hours
            • Home > Validation
            • Home > Alerts
            • Home > End of Day
            • Home > Files
          • Family Tab
            • Family > Campaigns
            • Family > Batch Enroll/Edit
            • Family > Lead Management
              • Family > Lead Management
              • Family > Lead Management, Add New Lead
              • Family > Lead Management, Adding Activity/Calendar Events
            • Family > Grade Change
          • Payments Tab
            • Payments > Journal
            • Payments > Deposit
            • Payments > Third Party Journal
            • Payments > Add/Edit Third Party Refund
            • Payments > Third Party Refund Allocation
            • Payments > Payments/Adjustments, Payments Tab
            • Payments > Payments/Adjustments, Adjustments Tab
            • Payments > Mass Change
            • Payments > Outstanding
            • Payments > Autopay Batch
            • Payments > Online/POS Payments
            • Payments > Family Payment
            • Third Party Payments
            • Third Party Payment Allocations Import
            • Payments > POS Payment - Credit Card Scanner
            • Payments > POS Payment - Check Scanner
          • Attendance Tab
            • Attendance > Entry
            • Attendance > Attendance Journal
            • Attendance > Program Calendar
            • Attendance > Reconcile
            • Attendance > Live View
            • Attendance > Timeline
            • Taking Attendance - Best Practices
          • Lessons Tab
            • Meals Tab
              • Meals > Entry
              • Meals > Meal Count
              • Meals > Summary
              • Meals > Rates
              • Meals > Times
              • Meals > Eligibility Report
              • CACFP - General Information
            • Connect Tab
              • Connect > Communication
              • Communication Setup and Functionality
              • Connect > Announcements
              • Connect > Social
              • Connect > Calendars
              • Connect > Documents
              • Connect > Links
              • Connect > Daily Sheets
              • Connect > Daily InSite Timeline
            • Approvals Tab
              • Approvals > Child
              • Approvals > Vacation
              • Approvals > Registrations
              • Approvals > Wait List
              • Approvals > Program Change
            • Reports Tab
              • Reports to Get You Started
              • Reports > Program
              • Reports > Payment
              • Reports > Child
              • Reports > Misc
              • Reports > Misc - Creating a Child Directory
              • Reports > Batch Job Audit
              • Reports > Room/Program
                • Attendance Reports
                  • Attendance- Absent Days Taken- Excel (Activity ID 966)
                  • Attendance- Absent Roster - PDF (Activity ID 1031)
                  • Attendance- Active Not Attending - PDF (Activity ID 632)
                  • Attendance- Actual Attendance AM/PM - Excel (Activity ID 1216)
                  • Attendance- Agency Attendance Detail - Excel (Activity ID 587)
                  • Attendance - AM-PM Month Counts - Excel (Activity ID 1217)
                  • Attendance- Arizona DES SignIn/SignOut Report - PDF (Activity ID 1630)
                  • Attendance- Attendance Audit - Excel (Activity ID 1516)
                  • Attendance - Attendance Log - PDF (Activity ID 601)
                  • Attendance - Attendance Statistics Summary - Excel (Activity ID 543)
                  • Attendance- Attendance Termination - Excel (Activity ID 967)
                  • Attendance- Attendance/Term Exception - Excel (Activity ID 516)
                  • Attendance - Audit Trail - Excel (Activity ID 1092)
                  • Attendance- Center Attendance Summary - Excel (Activity ID 403)
                  • Attendance- Child Attendance (Actual Agency) - PDF (Activity ID 559)
                  • Attendance- Child Attendance Detail (Version 2) - Excel (Activity ID 969)
                  • Attendance- Child Attendance Detail - Excel (Activity ID 541)
                  • Attendance- Child Attendance Reconcile Summary - Excel (Actvity ID 522)
                  • Attendance- Child Withdrawal Detail - Excel (Activity ID 589)
                  • Attendance - Class Count (Version 2) - PDF (Activity ID 725)
                  • Attendance - Class Count - PDF (Activity ID 723)
                  • Attendance- Classroom Assignments- Excel (Activity ID 815)
                  • Attendance- Classroom Assignments - PDF (Activity ID 1587)
                  • Attendance- Discharge Report - Excel (Activity ID 406)
                  • Attendance - Enrolled and active Children with no schedules (Activity ID 1563)
                  • Attendance - Food Attendance - Excel (Activity ID 711)
                  • Attendance- Head Count - PDF (Activity ID 563)
                  • Attendance - Head Count Center - PDF (Activity ID 905)
                  • Attendance- SSH - Student Schedule Summary
                  • Attendance - Weekly AM/PM Attendance - Excel
                  • Attendance- Weekly Schedule By Name - PDF (Activity ID 561)
                  • Attendance - Child Care Aware of America Attendance Sheet - PDF
                  • Attendance - Attendance with Check-In Questions
                • Child/Family Reports
                  • Child/Family - Arrival/Departure - Excel
                  • Child/Family- Child Birthday Information - Excel
                  • Child/Family- Child Directory Detail - Excel
                  • Child/Family - Child Supervision Record - Excel
                  • Child/Family- Third Party Children - Excel
                  • Child/Family - Transition Report
                • Collection Reports
                  • Collection - Center Copay Collection Summary - Excel
                  • Collection- Center Copay Discount - Excel
                  • Collection- Missing Invoice Report - Excel
                • Enrollment
                  • Enrollment - Bi Weekly Schedule - Excel
                  • Enrollment - Capacity Enrollment Remaining - PDF
                  • Enrollment - Center Weekly Change - Excel
                  • Enrollment - Contracted Hours - Excel
                  • Enrollment - Days Enrolled - Excel
                • General
                  • General - Online
                  • General - As PDF - Future
                  • Online View with Multiple Semesters Report
                  • General - Room Report - As Excel - No Total
                  • General - Room Report - As PDF
                  • General - Room Report - As PDF (with x)- No Total
                  • General - Room Report - As PDF - No Total
                  • General - Tournament/Room Report - PDF/Excel
                  • Types of Merged Documents
                • Health
                  • Health - Allergy & Special Care List - PDF
                  • Health - Allergy And Emergency Contacts - PDF
                  • Health - Allergy/Alert - Excel/PDF
                  • Health - Allergy/Alert - PDF - Full List
                  • Health - Child Health Care Addendum - PDF
                  • Health - Full Health/Allergy Details For Center - PDF
                  • Health- Health Concerns - Excel
                  • Health- Health/Allergy - Full List - PDF
                  • Health - Immunization (Version 1) - Excel/PDF
                  • Health - Immunization - Excel/PDF
                  • Health- Immunization - PDF
                  • Health - Immunization Missing Report - PDF
                  • Health - Immunization Summary - PDF
                  • Health - Allergy and Special Care List Without Contact Details
                • Meals
                  • Meals - CACFP Eligibility Renewal - Excel
                  • Meals - CACFP Enrollment Summary - Excel
                  • Meals - CACFP Individual Infant Meal Record - PDF
                  • Meals - CACFP Meal Service Action - Excel
                  • Meals - CACFP Meal Service No Selections - Excel
                  • Meals - CACFP Meals Outside Scheduled Time - Excel
                  • Meals - CACFP Milk Usage Calculator - Excel
                  • Meals - CACFP Participants Roster - PDF/Excel
                  • Meals - Food Production - Excel
                  • Meals - Food Program Weekly Tally Sheet
                  • Meals - Meal Attendance Record - All Versions
                  • Meals - Meal Count and Attendance Sheet with Summary Tabs
                  • Meals - Meal Served By Day - PDF
                  • Meals - Monthly Food Spreadsheet - Excel
                  • Meals - Time Meal Served - Excel
                • Misc
                  • Pick Up
                    • Pick Up- Restricted Pickup List - PDF
                    • Pick Up- Restricted Pickup List - PDF - Full List
                  • Roster Reports
                    • Roster - Activity Roster (Version 2) - Excel/PDF
                    • Roster - Session Roster - Excel
                  • Sign-In Reports
                    • Sign In - Attendance with Symptoms Record - Excel
                    • Sign In - Bi Weekly Sign In - PDF
                    • Sign In - Center Sign In - Excel
                    • Sign In - Center Sign In For Week - PDF
                    • Sign In - Center Sign In Ver 2 - PDF
                    • Sign In - Center Signin - PDF
                    • Sign In - Daily Alt Sign In - PDF
                    • Sign In - Daily Alt Sign In - PDF - By Grade
                    • Sign In - Daily Group Sign In (Compressed) - PDF
                    • Sign In - Daily Sign In - Excel - By Grade
                    • Sign In - Daily Sign In - Excel/PDF - By Name
                    • Sign In - Daily Sign In - PDF
                    • Sign In - Daily Sign In/Out by Age - Excel/PDF
                    • Sign In- Daily Signin For Week - PDF
                    • Sign In- Daily Signin For Week - PDF Version 2
                    • Sign In - Kiosk Sign In/Out Sheet - Excel/PDF
                    • Sign In - Sign In/Out Sheet (Version 3) - PDF
                    • Sign In - Weekly Sign In (Version 2) - Excel/PDF
                    • Sign In - Weekly Sign In (Version 3) - Excel/PDF
                    • Sign In- Weekly Sign In (Version 5) - Excel****
                    • Sign In - Weekly Sign In/Out W/AM-PM Verification - Excel/PDF
                    • Sign In - Weekly Sign In/Out - Ontario - Excel/PDF
                    • Sign In - Weekly Sign In/Out - Period - PDF
                  • Staff Reports
                    • Staff- CACFP Weekly Time Sheet
                    • Staff- Teacher Attendance Detail - Excel
                    • Staff- Teacher Attendance Detail - PDF
                    • Staff- Weekly Payroll - Excel
                  • Third Party Agency
                    • Third Party Agency- CCIS Pelican - XML
                • Reports > Financial
                  • Adjustments Reports
                    • Aging Reports
                      • Aging - Family Aging Report - Excel/PDF
                      • Aging - Family Aging Report - Excel One Tab
                    • Balance and Collection Reports
                      • Balance and Collection- Accounts Receivable Report - Excel
                      • Balance and Collection- Accounts Receivable Report - PDF
                      • Balance and Collection - Balance Due Report
                    • CCRL Reports
                      • Deposit Reports
                        • Deposit - Deposit By Type Report
                      • Detail Reports
                        • Export/Upload Reports
                          • Export/Upload- Quick Books General Journal Export
                        • Misc Reports
                          • Misc - Charges and Credits by Family Center - PDF
                          • Misc - Weekly Indicators Report - Excel
                          • Misc - Pre-Bill Report (Defined Billing)
                        • Payments Reports
                          • Payments - Unallocated Third Party Payment Report - Excel/PDF
                        • Payroll Reports
                          • Revenue
                            • Roll Forward Reports
                            • How to Schedule a Report
                          • Staff Tab
                            • Staff > Staff List
                              • Staff > Staff List
                              • Staff > Staff List, Adding/Editing Staff Records
                              • Staff > Staff List, Adding/Editing Staff Records - Attendance
                            • Staff > Staff Availability
                            • Staff > Create Schedule
                            • Staff > Preview Schedule
                            • Staff > Print Schedule
                            • Staff > Payroll Period
                          • Setup Tab
                            • Setup > Semester
                              • Semester Summary
                              • Cloning a Semester
                              • Setup > Semester
                              • Setup > Semester, Room/Program
                              • Setup > Semester, Semester Participant
                              • Setup > Semester, Semester Family
                              • Setup > Semester, Semester Family & Room/Program
                              • Semester Down Payment Information
                            • Setup > Classroom
                              • Setup > Classroom
                              • Creating Rooms
                                • Changing Program Capacity
                                • Creating a Reoccurring Billing Classroom
                                • Creating an Event
                                • Creating a Wait List Room
                                •  Creating Parent Managed Registration & Calendar Rooms
                                • Parent Managed Room Availability
                                • Creating Camp Rooms
                                • How to Clone a Room/Program
                                • Registration Fee Examples
                                • Setup > Classroom, Room Types
                                • Setup Room Times
                                • Removing a Program from Displaying
                              • Creating or Editing a Category
                              • Creating a Category Group
                              • Setting Up Attendance Groups
                              • Setup > Room, Category- Upload a Category Picture
                              • Setup > Room, Category - Registration Setup
                              • Setup > Room, Category- Registration Confirmation Questions
                              • Setup > Room, Room/Program- (View Semester)
                                • Setup > Room, Room/Program (View Semester)
                                • Room/Program - (View Semester), Availability/Camp Days
                                • Room/Program- (View Semester), Registration Setup
                                • Room/Program- (View Semester), Registration Exceptions
                                • Room/Program - (View Semester), Plan Options
                              • Setup > Room, Room/Program - Upload a Classroom Picture
                              • Setup > Room, Room/Program- Extra Program Registration Info
                              • Setup > Room, Room/Program- Extra Fee Setup
                            • Setup > Classroom Summary
                            • Setup > Rates
                              • Setup > Rates
                              • Setup Scholarships
                              • Setup Rate Category
                              • Setup Rate Offset
                              • Setup Discounts
                              • Setup > Coupons
                              • Setup > Rates, Update Rate
                              • Setup > Rates, Setup Pre-bill
                              • Company Rate Export Sheet
                              • Rate Sheet Import
                              • Dynamic/Sibling Rates
                            • Setup > Fees
                              • Setup > Fees, Returned Payment Fee
                              • Setup > Fee, Late Pickup Fee
                              • Setup > Fees, Late Payment Fee
                              • Setup > Fees, Registration Fees
                            • Setup > Vacation
                            • Setup > Third Party
                            • Setup > Schedule
                            • Setup > Bus
                            • Setup > Health
                            • Setup > Checklist
                            • Setup > Daily InSite, Add New Daily InSite
                            • Setup > Daily InSite, Add Check-In Questions
                            • Setup > Admins
                              • Setup > Admin
                              • Admins > Add New Administrator
                              • Admins > Setup Roles
                                • Setting Up or Editing Roles
                                • Admin Activities (Permissions)
                              • Admins, Setup Groups
                            • Setup > System Config
                              • System Config > General Config, Statement
                              • System Config > General Config, Daycare Works Family
                              • System Config > General Config, Integration/Gateway OCN
                              • System Config > General Config, Registration
                              • System Config > Extended
                              • Setup > System Config, API
                              • Setup > System Config, Authorization
                              • Setup > System Config, CACFP
                              • Setup > System Config, Credit Cards
                              • System Config > Data Fields
                              • System Config > Door Controller
                              • Setup > System Config, Email
                                • System Config > Email
                                • Creating/Editing Email Templates
                                • Sample Email Templates
                              • System Config > Text Message
                              • System Config > Notification
                              • System Config > FTE
                              • System Config > GL Builder
                              • System Config > Registration
                              • System Config > Registration, Reconfirmation Text
                              • System Config > Payments
                              • System Config > Auto-Pay
                              • System Config > Report
                              • System Config > Reporting Groups
                              • System Config > Social
                              • System Config > Statement
                              • System Config > Storage
                              • System Config > Tax
                              • System Config > Training
                              • System Config > Incident Fields
                              • System Config > Child Docs
                              • System Config > Mobile Apps
                              • System Config > Connect Portal
                              • System Config > Connect Portal, Create Connect Portal User Names
                              • System Config > Valid Values
                              • System Config > Valid Value, Adding Role Limits for Valid Values
                              • System Config > Valid Values, Type - Fee Setup
                          • How to Setup and Use Single Sign-On
                        • Setup Shortcuts
                          • Registration Setup
                            • Registration Setup Checklist
                            • Room- How to change a registration fee
                            •  Registration Page Overview
                            •  Basic New Registration Process
                          • Adding Families to the System
                            • How to add a new family from the admin side
                          • Initial Kickoff Activities
                            • Kickoff Checklist
                            • Post-Kickoff Activities
                            • Training Checklist
                          • Setting Up a New Center
                          • Go-Live User Checklist
                          • How To Setup Brands, Divisions, and Districts
                        • InSite Applications
                          • InSite Classroom Application
                            • InSite Classroom Overview
                            • InSite Classroom - General Navigation
                            • InSite Classroom - Menu Options, Live View
                            • InSite Classroom - Menu Options, Today's Daily InSites
                            • InSite Classroom - Menu Options, Main Attendance
                            • InSite screenshot - Take Attendance Overview
                            • InSite Classroom - Take Attendance, Check In/Out
                            • InSite Classroom - Take Attendance, Delete Attendance
                            • InSite Classroom - Take Attendance, Move
                            • InSite Classroom - Take Attendance, Present
                            • InSite Classroom - Serve Meals
                            • InSite Classroom - Record an InSite
                            • InSite Classroom - Add a Note
                          • InSite Check-In Application
                            • InSite Check-In Overview
                            • InSite Check-In - Parent Options
                            • InSite Check-In - Parent Options, QR Code Check In
                            • InSite Check-In - Staff Options
                            • InSite Check-In - Application Check-in Logic
                          • InSite Parent Application
                            • InSite Parent User Guide
                            • InSite Parent - Pay Now
                            • InSite Parent - Profile
                            • InSite Parent - QR Code
                            • InSite Parent - Registration
                            • InSite Parent - Check In/Out
                            • InSite Parent - Settings
                        • Parent Portal
                          • How to setup the Parent Portal Role
                          • Parent Portal Overview
                          • Parent Portal - Announcement
                            • Parent Portal - Announcements
                          • Parent Portal - Make Payment
                            • Parent Portal - One Time Payments
                            • Parent Portal - Make Payment - Outstanding Balance
                          • Parent Portal - Statements
                            • Parent Portal - Statements
                            • Parent Portal Statements - Printing Statements
                          • Parent Portal - Attendance/Schedule
                            • Parent Portal - Attendance
                            • Parent Portal - Room Change or Cancellation Request
                            • Parent Portal - Selecting Days from a Parent Managed Calendar
                            • Parent Portal - Requesting Vacation Days
                          • Parent Portal - Personal
                            • Parent Portal - Personal
                            • Parent Portal - Adding Immunization Detail
                          • Parent Portal - Registration
                            • Parent Portal - Registration
                            • Registration - Reconfirmation Text
                          • Parent Portal - Store
                            • Parent Portal - Volunteer
                              • Parent Portal - Calendar
                                • Parent Portal - Calendar
                              • Parent Portal - Camps
                                • Parent Portal - Communication
                                  • Parent Portal - Communication
                                • Parent Portal - Auto-Pay
                                  • Parent Portal - Auto-Pay
                                • Parent Portal - Daily InSite
                                  • Parent Portal - Daily InSite
                                • Parent Portal - Account
                                  • Parent Portal - Password Reminder
                                  • Parent Portal - Account Screen
                                  • Parent Portal - Preferred Language
                                • Parent Portal - Parent Managed Tip Sheet
                              • Teacher/Staff Portal
                                • Teacher/Staff Portal - Setup
                                • How to authorize staff to see students in the Teacher/Staff portal
                                • Teacher/Staff Portal Overview
                                • Teacher/Staff Portal - Announcement
                                • Teacher/Staff Portal - Classroom List
                                • Teacher/Staff Portal - Semester
                                • Teacher/Staff Portal - Programs
                                • Teacher/Staff Portal - Directory
                                • Teacher/Staff Portal - Schedule
                                • Teacher/Staff Portal - At a Glance
                                • Teacher/Staff Portal - Staff Schedule
                              • Registration Information
                                • Registration/Enrollment Errors
                                • Setting up E-Signatures for Registration
                                • Enabling Document Upload During Registration
                                • Room Not Displaying on Registration
                              • How To's
                                • Billing
                                  • How to Reconcile With Tuition Express
                                  • Billing- Transactional versus Defined
                                  • Billing - How to run defined billing
                                  • Billing - How to run transactional billing
                                • Family
                                  • Creating Mailing Labels
                                  • Family- How to add a day for a child from a parent managed calendar
                                  • Family- How to add a contact as a payer
                                  • Family- How to delete a family
                                  • Family- How to withdraw a child
                                  • Family- How to add a contact from the admin side
                                  • Family- How to handle a family that opts out of receiving emails
                                  • Family - Child Attendance Codes
                                • Financial
                                  • Financial- How to pull a payment report for a day, month, quarter
                                  • Financials- How to send invoices
                                  • Financial- How to add a late fee to multiple family accounts
                                  • Financial- How to create a PDF copy of statements for families
                                  • Financial- How to process a refund
                                  • Financial- How to setup a convenience/service fee for electronic payments
                                  • Financial- How to add a coupon for a specific program/room assignment
                                  • Financial- How to add an additional discount to a child
                                  • Financial- How to run an aging report
                                  • Financial- How to write off bad debt
                                  • Financial- How to add or update a check unlock code
                                  • Financial- How to add or update a discount associated to a child
                                  • Financial- How to record a credit card or ACH payment for a family in the system
                                  •  Financial- General Ledger Account Example
                                  • Financial- How to mark a payment as returned
                                  • Rates- How to reactivate a rate
                                  • Financial- The family does not see a credit card or ACH refund to their account.
                                  • Financial- How to collect a payment for a prepay deposit (security deposit)
                                  • Year End Tax Statements
                                    • Year End Tax Statements - Review Payment Valid Value Setup
                                    •  Year End Tax Statements - Sending Tax Statements By Email
                                    • Year End Tax Statements - Printing Tax Statements
                                    • Year End Tax Statements - Self Serve Statements, Parent Portal
                                  • Financial- How to add a fee/adjustment to multiple families within a room
                                  • Financial- How to change a room's default revenue type
                                  • Financial- How to charge for unscheduled attendance
                                  • Financial - How to upload payments
                                  • Financial- Receipting Prepay Deposits from the Make Payment Screen
                                  • Financial- How to record a prepay (security) deposit payment
                                  • Financial- How to limit rates that display on the admin side when adding programs for children
                              • Integrations
                                • Texting Integration Information
                                • One Call Now Integration
                                • Missouri Attendance Integration
                              • Import Detail
                                • Family Import Sheet
                                • Rate Import Sheet
                                • Semester Import
                              • Batch Jobs
                                • CardConnect Returned Payments Batch Job
                              • Video Demos
                                • InSite Application Videos
                                  • InSite Classroom
                                    • InSite Classroom - Add a Note Video
                                    • InSite Classroom - Serve Meals Video
                                    • InSite Classroom - Take Attendance Video
                                • Provider Admin Site
                                  • Third Party Payment Video
                              • DCW/SCW COVID-19 Best Practices
                              • Grant Audits Guidance
                              • Full PDF Download
                              • Home

                              Release Notes

                              System Updates and Notifications

                              Release Notes REL_JAN_25_2024

                              Release Notes 2023

                              Release Notes 2022

                              Release Notes REL_FEB_29_2024

                              About this Article
                              • Created: 07/24/2025 4:54 pm EDT
                              • Last updated: 07/24/2025 4:54 pm EDT
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