Agency Accounting Training Series

Part 1: Agency Accounting Introduction

What you'll learn in this video:

An introduction to what agencies are and how Agency Accounting is managed in Procare Desktop.

Part 2: Agency Ledger - Assign Agencies and Manually Post Charges

What you'll learn in this video:

How to assign agencies to families, 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, DFACS, DSS, etc.

Part 3: Agency 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 4: 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 5: Contract Billing - 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 6: 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 7: Configure Agency Accounting Settings

What you'll learn in this video:

Learn to choose overall settings for third-party agencies like DHS, DFACS, DSS, etc.

Part 8: Agency Accounting 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.