Recent Articles
Updating Heartland ACH Convenience Fees
1. Click "Settings" 2. Click "School Settings" 3. Click "Accounting" 4. From the Accounting Settings screen, Scroll Down 5. Update the ACH Service Fee A/R& Lunch to $1.50 6. Update the ACH Service Fee Message to $1.50 7. Click "Save" 6000.4.16
Creating a Custom Grid Report
1. Select the Database to Create the Custom Grid (Ex. Students, AR, Classes, etc) 2. Click "Basic Grid" 3. Click on the Field to Add to the Custom Grid Report (Repeat for each Field) 4. The Up/Down Arrow can be used to move a Field & the Back Arrow ...
Documents - Misc Documents
1. Click "Admin" 2. Click "Manage Document" 3. Click "Misc docs" 4. Click "Add" 5. Enter the Description & Comment for the Misc Documents 6. Enter Notes for Information pertaining to Misc Documents 7. Click "Save" 8. Click the "Docs" tab 9. Click ...
Sweeping AR Balances
1. Click "Admin" 2. Click "Accounts Receivable" 3. Click "Sweep Balances" 4. Click "Post Date" 5. Select Load & Account Option 6. Click "Select All" to Process for All Accounts Listed OR Tag Accounts to Process for 7. Click "Sweep Accounts" 1000.1.22
Printing a Prepaid Deposit Report
1. Click "Admin" 2. Click "Accounts Receivable" 3. Click "Actions" 4. Click "Reports" 5. Click "Prepaid Deposits" 6. Select the Print For, Print What and Options for Report 7. Click "Print" 8. Report will Generate to be Printed, Emailed or Exported ...