Kangarootime allows you to access all Accounts from the Billing section, displaying account information by Frequency, Due Date, and Balance, while giving you the opportunity to view individual Accounts from the Accounts table. Please note, this is most helpful in viewing all Accounts by Total Balance, which allows you the oversight needed to meet with families regarding outstanding balances.
How to access all Accounts from the Billing section and view all Accounts by Frequency, Due Date, and Balance
- Click Billing on the navigation menu
- Click Accounts
- Enter an Account name in the search field if applicable or Select Frequency, Center, Active or Inactive filters to view all Accounts within the filter conditions
- Click the down arrow next to the Account header to sort the Accounts alphabetically
- Click the down arrow next to the Account Balance to sort the accounts by the balance amounts
- Click the More icon on any Account line to open the option to View Account
- Click View Account to be directed to the individual account
Please contact email@example.com with any questions.