Serenity152102 at 14:35, 6 August 2023

2023-08-06T14:35:23Z

← Older revision		Revision as of 14:35, 6 August 2023
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	\|Open the Brightwheel Invoice Generator Template		\|Open the [https://docs.google.com/spreadsheets/d/1YRe7bWPqJkMuszgPIJWg944KcJN6c-hKBEWw6qDk-Xo/edit#gid=1318696368 Brightwheel Invoice Generator Template]
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Serenity152102: Created

2023-08-04T13:34:09Z

Created

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{| class="wikitable"
|'''Step 1'''
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|Log in to Brightwheel
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|Reporting
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|Reports
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|Deposits Report
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|Input the dates of the month
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|Export the file
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|Download the deposit report as a google sheet
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|'''Step 2'''
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|Open the Brightwheel Invoice Generator Template
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|Select all of the downloaded deposit from the google sheet
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|Copy the selected information
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|Paste it into the template starting at Cell A5
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|'''Step 3'''
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|Use Column G to map the payment to the appropriate department
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|p = Preschool
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|s = School Age
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|a = After School
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|* don't forget to also map the refunds
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|(scroll right to find parent names for refunds)
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|These will sum the department totals in cells G1, G2 and G3
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|Verify that G4 matches Cell E2
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|'''Reference'''
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|Column E is the amount that was paid for the student in Column F
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|Column E sums in Cell E2
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Brightwheel Invoice Creation - Revision history

Serenity152102 at 14:35, 6 August 2023

Serenity152102: Created