Sending Messages to A/R / Account Type

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• Sending Messages to Staff / Staff Groups

  Sending Messages to Staff / Staff Groups 1. Click on PraxiSchool Icon to Open Messages Screen 2. Click the "+" Icon 3. Select "Staff" Toggle Sending a Message to a Single Staff Member 4. Tag Staff to Send Message To 5. Click "Send Message" 6. Enter ...

• Single Hrs Wizard: Adding Volunteer Hours Individually by A/R Account or Student

  Single Hrs Wizard: Adding Volunteer Hours Individually by A/R Account or Student 1. Click "Admin" 2. Click "Volunteer" 3. Click "Single Hrs Wizard" 4. Select Table "A/R" or "Student" 5. Search Parent / Student Name 6. Click "Add" 7. Set Date & Select ...

• Sending an Email from Accounts Receivable

  Sending an Email from Accounts Receivable 1. Go to the Accounts Receivable Database 2. Select the AR Account, Tag OR Filter the AR Accounts 3. Click "Actions" 4. Click "Send Email" 5. Select A/R Option to Send Email to Active, Tagged, Filtered, ...

• Adding Volunteer Hours Directly in the A/R File

  Adding Volunteer Hours Directly in the A/R File 1. Click "Admin" 2. Click "Accounts Receivable" 3. Select A/R Account 4. Click "Hours" tab 5. Click "Add" 6. Leave "Mark Record Approved" to approve & Set Entry Date 7. Select Volunteer Hour Type 8. ...

• Merging 2 A/R Accounts

  Merging 2 A/R Accounts 1. Click "Admin" 2. Click "Accounts Receivable" 3. Click "Actions" 4. Click "Merge 2 A/R Accounts" 5. Select A/R Account to Merge From (Data will Merge from this Account ID) 6. Select A/R Account to Merge To (Data will Merge to ...