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Attendance Tracker & Procare Touch Computer Questions about checking in & out and use of the Attendance Tracker or Procare Touch Check In Station.
Procare v10 > Attendance Tracker & Procare Touch Computer > Account Balance in the Check In Screen View modes: 
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elebel - 9/7/2011 11:42:34 AM
   
Account Balance in the Check In Screen
Hi There,

Our customers really like using the touch check-in/check-out screen. In Version 9, the balance they owe was displayed when they used the monitor. I don't see an option to do this in V10. Our parents can press on the Accounting buttom to see the balance but I guess they are used to seeing the balance that this is affecting the collection of the tuition and some of the parents are complaining because we are not displaying how much they owe and they are getting late fees. Would it be possible to add this as an update or is there any other way to do this that I might not be aware.

Thank you in advance

StarChild Academy Lake Mary

Elena Friedman-Bello

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PhilEH - 9/7/2011 12:14:46 PM
   
RE:Account Balance in the Check In Screen
Elena - Thanks for your question. Yes, you can choose to display the balance at the check in screen.
  1. Go to the Check In Options screen.
  2. Click the Family Data button (upper right).
  3. Under the heading "Display Balances for" choose the length of time the balance should be shown like 3 seconds.
Note: The balance will appear when the parent clicks Finsish to complete the check in process.
-Phil (Moderator)

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kristen71 - 9/13/2011 8:47:58 AM
   
RE:Account Balance in the Check In Screen
Phil...  is there away to ONLY display the account balance that appears when the parents click finish instead of having the entire ledger shown with the account button?  I am having many complants by parents that too many people are able to see personal information rather than just a balance.   

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PhilEH - 9/14/2011 10:18:24 AM
   
RE:Account Balance in the Check In Screen
Kristen - Thanks for your question. The Accounting button and Balance are tied together. You can turn it off so noboday can see either the Accounting button (Ledger) or the Balance. Otherwise you can allow only the Primary Payer on the account (the 1st person listed) to see them, or All Payers on the account. Typically the payers are mom & dad. Other pick up people (who are not payers) would never have access to the Accounting button or Balance.

You can choose to display the Accounting button (Ledger) and turn off the Balance, but you can't do it the other way around - in other words you can't display the Balance without the Accounting button.
Image
-Phil (Moderator)

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PhilEH - 2/8/2012 9:50:00 AM
   
RE:Account Balance in the Check In Screen
Beginning in version 10.2.4415 there is no longer a separate option specifically to "Display Balances for" a certain length of time. Instead, the balance is automatically shown if Display Accounting is selected.
-Phil (Moderator)

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Advanced Member
Advanced Member
PeachtreeAcademy - 9/15/2011 8:15:36 AM
   
RE:Account Balance in the Check In Screen
What we just did was set up a message that tells the parents their account reflects a balance and to please see the front desk staff.

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