Additions to Child Care Third Party Reconciliation and Custom Reports

This release contains additions to custom reporting, an addition to third party child care reconciliation, and a new option for your corporate partners. These changes will be available on Wednesday, September 18th.

In This Release

Data Source Changes and Additions in Custom Reports 

We are adding two new data sources in this release, and making a small change to an existing data source.

  • Child Care Registrations – This is an existing data source and with this release we are removing any registrations on a waitlist from this data source.
  • Child Care Waitlist Registrations – This is a new data source added with this release, and contains the exact same data columns as the above data source. Separating the registrations into two data sources allows users to report and communicate with registrants and their families based on the status of the registrant (on the roster vs on the waitlist)
  • Authorized Pickups – This is a new data source added with this release. This data source will include the member’s name tied to the authorized pickup, as well as the authorized pickup’s name, address, email, phone, date of birth, and relationship. This data source will join to the members data source for additional reporting options.

Rate Plans Showing in Organizations – Child Care Account Balance

The third party subsidy tool, which allows users to reconcile third party payments for child care with the organization providing the subsidy, now includes a column that displays the rate plan name.

Corporate Portal now allows Print Invoice

For those corporate partners that love the corporate portal, but still need to submit a manual payment, we now offer the ability for the organization to create an invoice from the corporate portal that can be attached to their manual payment.

Learn more about this release by accessing our User Guide.

Need to know more? Email support@daxko.com.

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