Articles tagged: profile
-
Emailing Dayshare
Updated on: Aug 28, 2015Each child's day can be viewed, edited and emailed to any one of their carers from the Children screen of Dayshare.
Please see the "Children Screen" help file for more details.
Abacus
Topics
- Getting Started 1
-
Children
35
- How to Add Extra Child Information
- Checking / Reconfirming Tax Free & 30 Hour Free Childcare
- Logging Accident and Incidents
- Logging Child Observations
- Room Movements
- How to Credit Note an Invoice
- How to Delete a Payment
- How to Add a Child Holiday
- How to Add a Regular Booking Pattern
- How to Add a Rotational Booking Pattern
- Editing a Regular Booking Pattern
- Editing Bespoke Fees
- Add an Extra Session
- Adding a Child's Holiday
- Room Visits
- Deleting a Group of Sessions
- How to Delete One Session
- A Child is Absent for a Session
- Delete a Child's Holiday
- Edit a Child's Room Movements
- A Child's Account Screen
- To Change a Child's Invoice Type
- Flat Rate Charges
- How to Add an Opening Balance
- How to Add a Payment
- Allocate a Payment
- Adding a Product to a Child
- How to Delete a Product
- Invoice for a Product Immediately
- Adding a Recurring Product
- How to Add a Secondary Bill Payer
- Adding a General/Sibling Discount
- Adding or Repaying a Child's Deposit
- Children Who Have Left
- Room Unsuitable
- Dayshare 12
- Families 5
-
Reports
19
- Occupancy Reports
- Accident & Incident Report
- Contact List per Child
- Birthday List
- Registers
- Room Report
- Emergency Contact List
- Payments Received
- Outstanding Balances / Debts
- Detailed Invoice Summary Report
- Revenue Report
- Free Entitlement Summary Report
- Free Entitlement Hourly Headcount Report
- Child Information Reports
- Detailed Starters & Leavers Report
- Child Data Forms
- Staff Training Courses and Checks
- Staff Rotas
- Mail Merge
-
Finance
13
- Invoice Types Explained
- Invoice by Standing Order Amount
- Running a Batch of Invoices
- Invoicing One Child
- Running a Fee Planner Invoice
- Printing, Reprinting or Emailing Invoices
- Emailing Invoices
- Late Payment Charges
- Statements
- Bounced Cheques
- Voucher Reconciliation
- Invoice Header and Footer
- Sage Export
- Staff 3
- Diary 1
- Settings 13
- Frequently Asked Questions 3