May I get more detail on reports?

Yes. Some reports allow you to drill into the data for more detail. When you hold your mouse over an item on a report you may see the phrase “Double-click to Expand Section”. Just double click and you’ll see more information about that item....

How can I void a batch billing?

If you make a mistake using an Automated Billing procedure, such as posting charges two times in a row, you can void the entire batch at once. This applies to three types of billing and all use the same void process. From the main screen of Family Data &...

What is Accounts Receivable?

Accounts receivable, also known as “AR”, is the difference between the amount you have charged families (and agencies) and what has been received in payment. In other words, it is the amount of money owed to you. If you charge a family 100, and they pay you 75, the...