Family Accounting

Part 1: Family Ledger What you'll learn in this video: How to get around the ledger card for each family and how to enter individual charges, credits and payments. The ledger card is the history of all financial transactions for a family. ...

Part 2: Customizing Charges & Credits What you'll learn in this video: How to create custom descriptions and set up standard rates for tuition, and other charges and credits. You’ll also learn about other accounting settings, such as the n...

Part 3: Contract Billing What you'll learn in this video: How to automate recurring charges for tuition and other fees by setting up the Billing Box for each child.

Part 4: Formula Billing What you'll learn in this video: How to set up fees based on each child’s actual attendance or scheduled hours to charge things like a late pickup fee, an hourly rate, extra hours, etc.

Part 5: Selected Account Billing What you'll learn in this video: How to charge a selected group of families or children for a particular one-time fee, like a field trip.

Part 6: Batch Billing Box Function What you'll learn in this video: How to add a recurring contract fee (like weekly or monthly) or a billing formula (like late pick up) to the Billing Box of many children at once.

Part 7: Applying Payments in Family Ledgers What you'll learn in this video: Learn 3 easy methods for recording payments.

Part 8: Recording Deposits What you'll learn in this video: How to create a record of a bank deposit by selecting a group of payments received and “closing” them in a deposit report.

Part 9: Reports What you'll learn in this video: How to run family accounting reports both for parents and for the center.