Hide Transaction Subtypes you're no longer using to reduce errors. To do so, go to Tools>Edit Settings>Drop-Down Lists and select Transaction Subtypes. See Hide Transaction Subtypes
For continued protection of sensitive information, we're now masking these fields:
- Staff>Compensation tab>SSN (social security number) See Masked SSN
- Family>Billing Info tab>Enter/Edit New Card # See Masked CC#
Enrolling students is now easier with several improvements made to the workflow. For more information, use the blog links below:
( Excludes Care Edition )
Several improvements have been made for Express Payroll clients:
Staff ID will be automatically populated when a staff person is created
Export to Payroll has 2 new options:
- Export Staff Details - Export staff details to send to your payroll company See Export Staff Details
- Payroll Codes - Add payroll codes as a column in the export to payroll file. Use these to enter flat wage payroll items, such as birthday parties, competitions, etc See Payroll Codes
Post Tuition Fees, when posting by class fee, now has Category 1,2,3 as a class filters. This allows you to target your families easier and ensure you are posting fees to the right people. See PTF Cat 1,2,3
( Excludes Care Edition )
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