Agency Descriptions

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Select a description that will be used each time you receive a payment from an agency and a another for use when an amount owed is transferred from the agency to the family.

See Also: Agency Accounting Overview

Getting There

You must be logged in as a member of the System Supervisor User Group to perform this task.

From the Procare Home screen go to Configuration > System > Locations & Users > dbl-click Regions & Schools.
Click the plus sign (+) next to the Region Code to see any existing schools in that region then click once on a School to select it. Click the Set Options button (bottom of screen).

Choosing Agency Descriptions

At the School Options screen:

Click the Family Accounting category (left side) and scroll down to the Agency Payment Method section.
Choose an Agency Payment Description like “Pmt by Agency”. This is a generic description that will be used for payments received from any agency.
Then select a Parent Charge Description like “Transfer from Agency”. This description will be used automatically whenever you transfer a portion of the balance due from an agency to responsibility of the parent during Agency Payment Posting.