Private Pay After School Transfer - Revision history

Serenity152102: Updates

2025-02-12T19:27:29Z

Updates

← Older revision		Revision as of 19:27, 12 February 2025
Line 17:		Line 17:
	#* Sort the sheet by Student Name in ascending order (A to Z).		#* Sort the sheet by Student Name in ascending order (A to Z).
	# '''Prepare the Private Pay After School Transfer Template:'''		# '''Prepare the Private Pay After School Transfer Template:'''
	#* Open the [https://docs.google.com/spreadsheets/d/~~1nq~~-~~MqWhg_OzC0Kmu-7B9oGG_RkwBrbdPjA_MYEgjJqk~~/edit#gid=1527616025 Private Pay ~~After~~ School Transfer Template].		#* Open the [https://docs.google.com/spreadsheets/d/1SrAYDlBwkDAF1KPO84jNi-QIDbKCfjR9YDXjiy1bAuo/edit?gid=1527616025#gid=1527616025 Private Pay School Age Transfer Template].
	#* Click on the most recent tab.		#* Click on the most recent tab.
	# '''Compare and Categorize Students:'''		# '''Compare and Categorize Students:'''
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	#** If a student is not on the previous list from the Private Pay After School Transfer Template, go to Brightwheel and search for the student to determine if they are a PreK or After School child.		#** If a student is not on the previous list from the Private Pay After School Transfer Template, go to Brightwheel and search for the student to determine if they are a PreK or After School child.
	# '''Duplicate the Tab:'''		# '''Duplicate the Tab:'''
	#* Duplicate the most recent tab on the Private Pay ~~After~~ School Transfer Template.		#* Duplicate the most recent tab on the Private Pay School Age Transfer Template.
	#* Rename the duplicated tab to "Deposit Report [yyyy-mm-dd]" with the current date.		#* Rename the duplicated tab to "Deposit Report [yyyy-mm-dd]" with the current date.
	# '''Update the New Tab with Categorized Data:'''		# '''Update the New Tab with Categorized Data:'''
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	#*** Select "Journal Entry".		#*** Select "Journal Entry".
	#*** Set the date as the last day of the month.		#*** Set the date as the last day of the month.
	#*** In the Memo field, enter: <code>~~After~~ School Private Pay Transfer [Month Year]</code>.		#*** In the Memo field, enter: <code>School Age Private Pay Transfer [Month Year]</code>.
	#*** For the first entry:		#*** For the first entry:
	#**** Account: <code>4005 - Sprouts Tuition</code>		#**** Account: <code>4005 - Sprouts Tuition</code>
	#**** Fund: <code>3000 - General</code>		#**** Fund: <code>3000 - General</code>
	#**** Debit: <code>[~~After~~ School Amount]</code>		#**** Debit: <code>[School Age Amount]</code>
	#**** Department: <code>100.6 - Pre K School Year</code>		#**** Department: <code>100.6 - Pre K School Year</code>
	#*** For the second entry:		#*** For the second entry:
	#**** Account: <code>4005 - Sprouts Tuition</code>		#**** Account: <code>4005 - Sprouts Tuition</code>
	#**** Fund: <code>3000 - General</code>		#**** Fund: <code>3000 - General</code>
	#**** Credit: <code>[~~After~~ School Amount]</code>		#**** Credit: <code>[School Age Amount]</code>
	#**** Department: <code>100.4 - ~~After~~ School</code>		#**** Department: <code>100.4 - School Age</code>
	#*** Click "Post".		#*** Click "Post".

Serenity152102: links

2024-05-28T17:47:19Z

links

← Older revision		Revision as of 17:47, 28 May 2024
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	# '''Log in to Brightwheel:'''		# '''Log in to Brightwheel:'''
	#* Go to Brightwheel.		#* Go to [https://schools.mybrightwheel.com/ Brightwheel].
	#* Log in using your staff credentials.		#* Log in using your staff credentials.
	# '''Access Reporting:'''		# '''Access Reporting:'''
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	#* Sort the sheet by Student Name in ascending order (A to Z).		#* Sort the sheet by Student Name in ascending order (A to Z).
	# '''Prepare the Private Pay After School Transfer Template:'''		# '''Prepare the Private Pay After School Transfer Template:'''
	#* Open the Private Pay After School Transfer Template.		#* Open the [https://docs.google.com/spreadsheets/d/1nq-MqWhg_OzC0Kmu-7B9oGG_RkwBrbdPjA_MYEgjJqk/edit#gid=1527616025 Private Pay After School Transfer Template].
	#* Click on the most recent tab.		#* Click on the most recent tab.
	# '''Compare and Categorize Students:'''		# '''Compare and Categorize Students:'''

Serenity152102: correction

2024-05-28T17:24:14Z

correction

← Older revision		Revision as of 17:24, 28 May 2024
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	#*** For the first entry:		#*** For the first entry:
	#**** Account: <code>4005 - Sprouts Tuition</code>		#**** Account: <code>4005 - Sprouts Tuition</code>
	#**** Fund: <code>~~3146~~ - ~~Sprouts~~</code>		#**** Fund: <code>3000 - General</code>
	#**** Debit: <code>[After School Amount]</code>		#**** Debit: <code>[After School Amount]</code>
	#**** Department: <code>100.6 - Pre K School Year</code>		#**** Department: <code>100.6 - Pre K School Year</code>
	#*** For the second entry:		#*** For the second entry:
	#**** Account: <code>4005 - Sprouts Tuition</code>		#**** Account: <code>4005 - Sprouts Tuition</code>
	#**** Fund: <code>~~3146~~ - ~~Sprouts~~</code>		#**** Fund: <code>3000 - General</code>
	#**** Credit: <code>[After School Amount]</code>		#**** Credit: <code>[After School Amount]</code>
	#**** Department: <code>100.4 - After School</code>		#**** Department: <code>100.4 - After School</code>
	#*** Click "Post".		#*** Click "Post".

Serenity152102: Update

2024-05-28T17:20:30Z

Update

@@ Line 35: / Line 35: @@
 #* Verify that the total of Column E matches the total in the calculation box.
 #* If the totals do not match, ensure every line in Column G has either "PreK" or "AS" spelled correctly
-# '''Transfer Funds:'''
+# '''Create a Journal Entry in Aplos:'''
-#* Create a journal entry in Aplos transferring the After School Funds to the After School tag from PreK.
+#*Log into Aplos

Serenity152102: Created

2024-05-28T17:07:59Z

Created

New page

=== Instructions for Completing the Private Pay After School Transfer ===

# '''Log in to Brightwheel:'''
#* Go to Brightwheel.
#* Log in using your staff credentials.
# '''Access Reporting:'''
#* Once logged in, navigate to the left-hand side of the page.
#* Click on "Reporting".
# '''Generate the Deposits Report:'''
#* Open "Reports".
#* Under "Billing Reports", select "Deposits".
#* Set the start date to the first of the month and the end date to the last day of the month.
#* Click "Apply Filters".
#* Export the report as a .csv file.
# '''Open the Report in Google Sheets:'''
#* From your email, open the downloaded .csv file as a Google Sheet.
#* Sort the sheet by Student Name in ascending order (A to Z).
# '''Prepare the Private Pay After School Transfer Template:'''
#* Open the Private Pay After School Transfer Template.
#* Click on the most recent tab.
# '''Compare and Categorize Students:'''
#* Compare the names from the newly downloaded .csv with those on the Private Pay After School Transfer Template.
#* In Column G, indicate "PreK" (Preschool) or "AS" (After School) for each student.
#** If a student is not on the previous list from the Private Pay After School Transfer Template, go to Brightwheel and search for the student to determine if they are a PreK or After School child.
# '''Duplicate the Tab:'''
#* Duplicate the most recent tab on the Private Pay After School Transfer Template.
#* Rename the duplicated tab to "Deposit Report [yyyy-mm-dd]" with the current date.
# '''Update the New Tab with Categorized Data:'''
#* Once Column G is completed for all children on the newly downloaded .csv, copy and paste all the information into the duplicated tab in the Private Pay After School Transfer Template.
#* Ensure you paste the data starting from the same cell range as in the original tab.
# '''Check Calculations:'''
#* Verify that the formulas at the bottom of the sheet, located under columns C & D, which calculate the After School, PreK, and Total amounts, were not overwritten by the imported data.
#* If they were, copy those cells from the previous tab and paste them into the bottom of the newest tab.
# '''Verify Totals:'''
#* Verify that the total of Column E matches the total in the calculation box.
#* If the totals do not match, ensure every line in Column G has either "PreK" or "AS" spelled correctly
# '''Transfer Funds:'''
#* Create a journal entry in Aplos transferring the After School Funds to the After School tag from PreK.