Setup
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Custom Forms
- Clone and Existing Custom Form
- Discontinue an Existing Custom Form
- Edit an Existing Custom Form
- How to Add a Custom Form with Sections
- How to Print Custom Forms (Consent, Intake, Fillable Forms)
- How to Setup and Understand Forms
- How to Use Published Forms
- Search for an Existing Custom Form
- Tip: Previewing Custom Forms (Consent, Intake, Milestone, etc.)
- View the List of Existing Custom Form
- Subsidy Providers
- Schools
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Organization
- How to Add a School Full Day Closure
- How to Enter Your Organization’s General Information
- How to Setup a Branch
- Location: How to Add a Financial Branch to Your Location
- Location: How to Add a License to Your Location
- Location: How to Add a Location Full Day Closure
- Location: How to Add a School to Your Location
- Location: How to Add an Area Within Your Location
- Location: How to Add an Early Closure to your Location
- Location: How to Add an Event to Your Location
- Location: How to Add and Edit an HR Shift to Your Location
- Location: How to Add Service Breaks for Your Location
- Location: How to Edit Services for Your Location
- Location: How to Enter Your Location’s General Information
- Location: How to Enter Your Location’s Hours of Operation
- Location: How to Setup Services for Your Location
- Organization: How to Add a Business Number
- Organization: How to Add a Camp
- Organization: How to Add a Child Service
- Organization: How to Add a Conference
- Organization: How to Add a Conference Service
- Organization: How to Add a Location to Your Organization
- Organization: How to Add a Transportation Fee
- Organization: How to Add a Workshop
- Organization: How to Add an HR Shift to an Organization
- Organization: How to Add an Organization Early Closure
- Organization: How to Add an Organization Full Day Closure
- Organization: How to Add Other Fees
- Organization: How to Delete a Location from your Organization
- Organization: How to Delete a Shift within an Organization
- Organization: How to Delete a Task on a Shift within an Organization
- Organization: How to Edit an HR Shift within an Organization
- Organization: How to Edit Child Services
- Organization: How to Enter Your Payment Setup
- Tip: Grant not picking up with Subsidy
- System
- Communication
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Accounting
- FAQ: Why can’t I see my next billing period in the invoice service or statement?
- FAQ: How do we clean up accounts?
- FAQ: Why do I not see my billing periods when I do “pre-billing”
- How to add extended care.
- How to move an AR balance to Bad Debt
- How to Setup a Branch
- How to Setup Customer Items
- How to View/ Edit or Add a Chequing Account/ Fee Income
- How to View/ Edit or Add a Customer Item
- Statement Setup – How to add a message to a statement
- Statement Setup – How to setup/ update statement periods
- Troubleshooting: System Message ” Account must be a posting account”.
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List
- Setup: How to Add a New Age Group
- Setup: How to Add a New Allergy Symptom
- Setup: How to Add a New Allergy to your Organization’s List
- Setup: How to Add a New Board Position
- Setup: How to Add a New Custody Arrangement
- Setup: How to Discontinue an Existing Age Group
- Setup: How to Discontinue an Existing Allergy
- Setup: How to Discontinue an Existing Allergy Symptom
- Setup: How to Discontinue an existing Board Position
- Setup: How to discontinue an existing custody arrangement
- Setup: How to Edit an Existing Age Group
- Setup: How to Edit an Existing Allergy
- Setup: How to Edit an Existing Allergy Symptom
- Setup: How to Edit an Existing Board Position
- Setup: How to Edit an Existing Custody Arrangement
- Setup: How to Search an Existing Age Group
- Setup: How to Search an Existing Board Position
- Setup: How to Search for an Existing Allergy
- Setup: How to Search for an Existing Allergy Symptom
- Setup: How to Search for an Existing Custody Arrangement
- Setup: How to Search for an Existing Custody Arrangement
- Setup: How to View the List of an Existing Age Group
- Setup: How to View the List of an Existing Age Group
- Setup: How to View the List of Existing Allergies
- Setup: How to View the List of Existing Allergies
- Setup: How to View the List of Existing Allergy Symptoms
- Setup: How to View the list of existing Board Position
- Setup: How to View the List of Existing Custody Arrangements