Beginning Balances are important. They get each family started with their correct balance so you’ll have complete accounting records for the year.
Getting There
Look up the account and click the Ledger Card icon on the account toolbar (looks like a ledger sheet, next to the money bag).
Account Toolbar: Family Ledger Card
Beginning Balances
Each account (family) begins with a balance of zero. Start by recording their beginning balances.
Note: If your data was converted from a previous version of Procare each family will already have up to date balances so there’s no need to manually enter beginning balances.
- Enter the beginning balance (if any) for the family.
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In the Description column choose Balance Forward from the list.
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Change the date to the last date you billed this family.
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Enter the amount owed as of that date. This will carry their balance into Procare Desktop.
Note: If they had a credit enter it as a negative amount.
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- Click Post & Exit.