Family Accounting Training Series

Part 1: Account 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: Configure Family Accounting Settings

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 Chart of Accounts, bank accounts and billing cycles.

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: Email Family Statements

What you'll learn in this video:

How to email family billing statements to many families at one time.

Part 10: Family Accounting Reports

What you'll learn in this video:

How to run family accounting reports for the center.