|
|
|
|
|
QikKids provides statements and account slips to display information on account activity in a given period. A statement provides a detailed listing of transactions; an account slip provides a summarised view of the same period. Statements are limited to one per page, account slips can be printed several to a page.
If your centre provides CCB, statements include the required details for reporting CCB to families, including a running total on CCB absences used throughout the year.
Note: CCB Absences totals are shown for the financial year of the start date of the statement. To show absences in the new financial year, make sure the statement begins at a date in the new financial year.
Format
QikKids includes a number of predefined statement formats as well as the ability to create your own. Generally the statement format is preconfigured in Statement Account Details; see Configure Statement Accounts, however if you use several formats for the same account, you can manually choose the format here.
Note: By default, users do not have permission to manually change the statement format. To give a user this right tick "Format Statements" on the User Details screen.. See Configure Users.
Statement Dates
Choose the date range of the transactions to be shown on the statement.
Options
Send to Printer - statements are sent to the default system printer.
Send to Email - statements are emailed to the email address of the account contact for each family. See Mail Server (Database Options).
Skip if no transactions - tick this to skip any statements that contain no new transactions in the period.
Skip nil balances - tick this to skip any statements that have a zero balance.
Skip credit balances - tick this to skip any statements that have a credit balance.
Skip accounts that owe less than $ - tick this to skip any statements that owe less than the designated amount.
Include credits after end date - if you operate a "Pay on Statement" system where the statement is issued for a previous period, it will not include payments received after the end date of the statement. As such, families may receive an account which has already been paid. Tick this to include payments after the statement end date and avoid this problem.
Account slips per page - the number of account slips the system will try to fit onto each page.