Quick Links & Favorites

Batch and Report compiles the transaction information for the facility and displays the results. To Upload Batch File from Unity Pull the “Settlement Report” from Unity and save to the computer. Ensure the report is saved as .xls format ...

From the menu bar, select the star icon. Hover over the Favorites Links option- any existing favorites will display. To add or remove a favorite option select the Add New Favorite option. On the Add New Favorite screen select the plus button...

The Payments > Payments/Adjustments screen allows users to search and display payments received in a particular period. Click Payments, then select Payments/Adjustments Click Search Criteria to begin searching Select the s...

The Payments Outstanding screen will display amounts owed by families within the system. Use search criteria to display related families. Statement and Reminder emails can be sent from this page, Outstanding balance reports can also be pulled. ...

Select the star icon from the menu bar and hover over the Quick Links- Things to Do option. From anywhere in the system users are able to select this list and jump to the actions listed below. Add a New Child - add a new family to the sys...

Families/New Children can be added to a center several ways: Through the center's new registration page - parents/guardians must add all detail and submit payment (in most cases) before their submission is sent to the center. The family is appr...

The Payments > Journal-page allows users to receipt payments by family in batch format. Do not receipt online payments through this method that need to be processed through a payment gateway, the only payments that should be receipted here are t...

The Take Attendance quick link allows you to quickly navigate to the Attendance > Entry screen. Edit/View Attendance To take, edit, or view attendance, follow the steps below: From the star icon, select Quick Links > Take Attenda...