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SchoolLeaderŪ - Child Care Management
Chapter 1 - Introduction
Introduction to SchoolLeader
Copyrights
System Requirements
Contacting SchoolLeader Software Support
SchoolLeader Website
Installing SchoolLeader
Chapter 2 - DB-Support
2.1- Introduction to DB-Support
2.2 - User ID Maintenance
2.3 - Defining Backup Specifications
2.4 - Event Log Monitoring Options
2.5 - Event Log Viewer
2.6 - Current Database Statistics
2.7 - Maintaining Database Archives
Chapter 3 - FrontDesk Manager
3.1 - The Basics
Introduction to FrontDesk Manager
Starting FrontDesk Manager
The Main FrontDesk Window
Directory of FrontDesk Functions
Creating Backups and Archives
Resizing and moving windows
Using the FrontDesk Drop-down Calendar
How to add, change, and delete entries from Grids
3.2 - Defining your initial configuration options
Configuration Settings
Electronic Banking Settings
Federal Tax ID
Marketing Methods
Job Types
Race Types
Relationship Types
3.3 - Loading Logos
Loading Your Report Logo
Loading Your Checkpoint Logo
3.6 - Defining your Accounting Rules
Introduction to SchoolLeader Accounting
The Fiscal Calendars: G/L, A/R, and A/P
Bank Accounts and Bank Registers
G/L Rules
Introduction To G/L Rules
What is the Chart of Accounts?
Defining the G/L Chart of Accounts
A/R Rules
Introduction to A/R Rules
A/R Sub-Chart of Accounts
Recurring Fee/Discount Schedule
Attendance Based Fee Schedule
Late Payment Fee Rules
Enrollment/Registration Fee Rules
Payment Reversal & NSF Rules
Activity Fee Rules
Advance Charge Rules
Account Statement Message
A/P Rules
Introduction to A/P Rules
A/P Sib-Chart of Accounts
A/P Bill Schedule
3.5 - School Functions
Introduction to School Functions
Classrooms/Locations Folder
Outside / Transporting Schools
Food Program Rules
Activities Folder
Group Classroom Reassigner
3.7 - Family Functions
Introduction to Family Functions
Student Forms Compliance
Student Forms Schedule
Send Forms Compliance Message to CheckPoint
Student Vaccine Compliance
Student Vaccine Schedule
Send Vaccine Compliance Message to CheckPoint
Student Groups
Family Groups
Student Folder
Guardian Folder
Third Party Sponsor Folder
Family Setup Wizard
Family Quickview
Enrollment Waiting List
Synchronize Group Tuition
Reset Student Vacation/Sick Hours
3.8 - Employee Functions
Introduction to Employee Functions
Employee Certification Manager
Overtime Rules
Employee Folder
Employee Schedule Manager
Analyze Schedule Accuracy
Reconcile Attendance to Schedule
Payroll Interface Settings
Create QuickBooks Time Reporting File
3.9 - Using Accounts Receivable
Planning Your A/R Accounting Period Events
Establishing the Current A/R Accounting Period
Posting a Manual A/R Transaction
Posting Recurring Fee Schedule Charges
Posting Recurring Activity Fees
Receive a Payment
Deposit Batch Manager
Electronic Banking Manager
Posting Late Payment Charges
Posting a Security Deposit
Posting One-Time Group Charges
Closing the current A/R accounting period
Reopen last closed A/R Accounting Period
Printing a Guardian's Statement
A/R Sub-Account Viewer
Guardian Balance Viewer
A/R Payment Register
Create A/R Deposit File
Create A/R BookClose File
3.10 - Using Accounts Payable
Planning Your AP Accounting Period Events
Vendor Folders
Establishing the Current A/P Accounting Period
Posting a Bill
Posting a Payment Against Outstanding Bills
Check Reconciler
Closing the Current A/P Accounting Period
Reopen last closed A/P Accounting Period
A/P Subaccount Viewer
A/P Payment Register
3.11 - Using General Ledger
Planning Your GL Accounting Period Events
Establishing Your Current G/L Accounting Period
Ledger Account Viewer
Subledger Upload Processes
Closing the Current G/L Accounting Period
3.12 - CheckPoint Functions
Checkpoint Options
CheckPoint Manager
CheckPoint Monitor
3.13 - Reporting
Central Report Manager Overview
3.13.1 - Activity Reports
Activity Reports
3.13.2 - Accounting Reports
Accounts Receivable Reports
Accounts Payable Reports
General Ledger Reports
3.13.3 - Classroom Reports
Classroom Reports
3.13.4 - Employee Reports
Employee Reports
3.13.5 - Guardian Reports
Guardian Reports
3.13.6 - School Reports
School Reports
3.13.7 - Student Reports
Student Reports
3.13.8 - Vendor Reports
Vendor Reports
3.14 - Form Letters and Mass Mailing Tools
Form Letter Composer
Mail-Merge Wizard
3.15 - Direct Database Access
Using a Third Party Report Designer
Connecting to the SchoolLeader Database
3.16 - Graphing
Central Graph Manager Overview
3.16.1 - Attendance Graphs
Total Student Hrs Per Day Per Class
Total Student Counts Per Hour Per Class
Total Student/Teacher Ratios Per Hour Per Class
3.16.2- A/R Graphs
Total Revenue Per Accounting Period
Total Charges Per Accounting Period
Revenue Potential Per Class/Student
Revenue Allocation Actuals by Subaccount
Revenue Allocation Actuals by Payment Type
3.17 - System and Productivity Tools
Headquarters Communication
Multi-School Management
Electronic Banking Support
Post Direct Electronic Transaction
List Error Code Descriptions
Dump Electronic Transmission Log
Task Manager
Calculator
System Clock
Desktop Appearance
Memory Manager
Chapter 4 - SafePASS
Introduction to SafePASS
SafePASS Controller
Chapter 5 - DB-Watch Database Monitor
DB-Watch
Chapter 6 - CheckPoint Station
Introduction to CheckPoint Station
Welcome Screen
Authentication Step
Employee CheckPoint Screen
Guardian CheckPoint Screen
Chapter 7 - DB-Rescue
DB-Rescue to the Rescue!
Chapter 8 - Frequently Asked Questions (FAQ's)
A Guardian is Not Showing Up on the CheckPoint Station. Why?
A Guardian says they cannot see their children listed on CheckPoint Station. Why?
Can SchoolLeader run on a Wireless Network?
During Bookclose I am stopped by a message that says I still have "Unjournalized Payments". Why?
During Installation the SchoolLeader Server Cannot be Found. Why?
How Can I Determine Account Balances?
How do I Map A Network Drive?
How do I obtain updates to the SchoolLeader software?
How can I print a payment history for customers that can be used for tax purposes?
How can I record payroll deductions since they're not actually payments in SchoolLeader?
How do I Shutdown CheckPoint Station?
I accidentally signed everyone out of CheckPoint. Is there a way to sign them back in?
I Need to reinstall my software from scratch. How do I do it without loosing my data?
I was printing a long report and the printer ran out of ink. How do I restart where it left off?
I accidentally closed the Accounting Period. How can I correct this?
I have double tuition billings going to a particular Primary Guardian. Why?
I'm Getting a Message That My License Key Is Expiring, Why?
One of the windows refuses to display when I request it. However, everything else seems fine.
SchoolLeader says the "Fiscal Calendar" must be extended. Why?
Payment was posted to the wrong Guardian payment account. How do I fix it?
When I open a window it is real small and in the lower or upper left corner. Why?
What are the hardware requirements for using SchoolLeader?
Why am I Receiving an Activation Code Error?
Chapter 9 - Troubleshooting
Activation Error
A Workstation Cannot Connect to the Server
Networking/Hardware Issues
Zip Disk is Full