Getting There

1. From the Procare Home screen click Configuration > System.
2. Go to Accounting Management > Family Accounting > dbl-click Charge / Credit Descriptions.

Add New Descriptions

1. Click a tab at the top depending on what type of description you wish to work on like Tuition Charge, Other Charge, etc.
2. To create a new description click the top (blank) line and enter a name in the Description box like “Tuition - Infants”. Assign it to a revenue account like 4000.00 Tuition Charges under the heading GL Account. Then tap Enter to create a new (blank) line.

Note: Special Charges & Credits work differently. They are used for deposits to hold a space for a child like a fall enrollment deposit. See: Deposit on Account.

3. Click once on the Description to select it then click the small down arrow on the Expose button and choose which locations have access to this Description.

Note: Click directly on the Expose button to quickly make a description available to all locations (or if you only have one location).

Hint: If you have the Agency Accounting module you'll need a generic Payment Description to use for payments received from any agency like "Pmt by Agency". It's best not to expose the agency payment to any locations. This will prevent you from accidentally using the agency description on the ledger card of a family. You'll also need a Charge Description (like "Transfer from Agency") to use when an agency does not pay the full amount and it is transferred to the responsibility of the parent. See: Agency Accounting Overview

4. Use the Up & Down arrows to change the order if needed then click Save > Exit.

Next Steps