by Jennifer Hennig | Feb 22, 2017 | Agency Accounting
No. Because a single agency payment (recorded through the Agency Payment Posting screen) is used to pay the agency share of tuition across many different family accounts, an agency payment cannot be voided or deleted; instead, you’ll want to make a correcting...
by Jennifer Hennig | Jul 9, 2015 | Agency Accounting
Occasionally you may need to make an agency correcting entry to offset a mistake made when posting an Agency Payment. Getting There From the main screen of Family Data & Accounting click Functions > Agency Accounting > Agency Payment Posting. Correcting...
by Jennifer Hennig | Apr 9, 2015 | Agency Accounting
You may correct an agency adjustment by making additional adjustments. For example you may make two adjustments, one to reverse the original entry and another to correct it. This may be appropriate if an item had been posted to the wrong family, or for the wrong...
by Jennifer Hennig | Apr 9, 2015 | Agency Accounting
Once you have determined an agency (like DHS, DFACS, etc.) will not be paying the full amount owed, you’ll use the Agency Payment Posting screen to enter an adjustment, clearing the balance due on that item. If the balance is not being transferred to the parent,...
by Jennifer Hennig | Mar 20, 2015 | Agency Accounting
This article outlines the steps for set up and use of Agency Accounting such as: configuring agencies, assigning agencies to families, charging fees to agencies and parent copays, and processing agency payments. Converting from version 9? If you are converting from...
by Jennifer Hennig | Mar 20, 2015 | Agency Accounting
When you receive a check from an agency you’ll need to apply the payment to specific charges for each subsidized child. Before You Begin You MUST set up Agency Accounting. Follow the steps in the Agency Accounting Overview. Getting There From the main screen...
by Jennifer Hennig | Mar 20, 2015 | Agency Accounting
This article explains how to handle co-pay amounts for subsidized families and how to transfer an amount owed from an agency to the family. Post Co-pay Fees before Agency Payment is Received Purpose: To charge parents ahead of time for the amount of their co-payment....
by Jennifer Hennig | Mar 20, 2015 | Agency Accounting
Which is Your Situation? There are two types of situations you may encounter. The Agency Payment Posting screen shows an outstanding balance from long ago, but the balance due IS CORRECT. The agency currently owes that amount for that family. See article: Agency...
by Jennifer Hennig | Mar 20, 2015 | Agency Accounting
Select a description that will be used each time you receive a payment from an agency and a another for use when an amount owed is transferred from the agency to the family. Getting There You must be logged in as a member of the System Supervisor User Group to perform...
by Jennifer Hennig | Mar 20, 2015 | Agency Accounting
Before entering accounting information for agencies you’ll need to configure the overall “Accounting Management” settings that affect them. You’ll start by entering the names of the agencies with whom you work like DHS, DFACS, DCFS, County, Head Start, etc....
