Agency Accounting

Part 1: Posting Charges Manually What you'll learn in this video: How to post tuition fees and other charges to the Agency Ledger Card. The Agency Ledger stores the history of all financial transactions for a third-party agency like DHS, DF...

Part 2: Payments, Credits, and Parent Transfers What you'll learn in this video: How to record agency payments and credits, and transfer a portion of the balance to the family.

Part 3: Contract Billing – Charge Recurring Fees What you'll learn in this video: How to set up recurring tuition fees and other charges for a third-party agency, like DHS, DFACS, DSS, etc.

Part 4: Daily Rates – Allowed Days per Month What you'll learn in this video: How to charge tuition fees to a third-party agency based on an allowed number of days, say 22 days for the month.

Part 5: Formula Billing What you'll learn in this video: How to charge tuition fees to a third-party agency (like DHS, DFACS, DSS, etc.) based on a formula to calculate the amount, such as hourly, half day / full day, and so on.

Part 6: Configuration Settings for Agencies What you'll learn in this video: Learn to choose overall settings for third-party agencies like DHS, DFACS, DSS, etc.

Part 7: Reports What you'll learn in this video: Get an overview of reports available to show charges, payments and credits to third-party agencies like DHS, DFACS, DSS, etc.