Nurseries can now use our newly designed accounting exports! These are made up of Child Reference Codes, Account Codes and a specific export for Xero and Sage50.
Child Reference Codes
You can now add children’s unique reference codes which will match to your accounting software.
The codes will always be automatically populated unless of course manually edited by the user.
Where can the reference codes be found?
We now have account codes too.
All invoice items will have account/nominal codes that again, match with different accounting softwares which will show on the invoice exports.
Finance data can now be exported as a CSV for specific integration with Xero and Sage50 as well as a general export which includes all of the data.
Exporting invoices to Xero and Sage 50
If you are still having difficulties exporting your accounting data and you find that the steps explained above are not really clear, don’t worry (it can happen), we are here to help you with that. we have created a video simulation that explains step by step how you can export your accounting data to Sage 50 or to Xero in a few seconds.
Remember, depending on the accounting tool the columns in the CSV export are designed to differ accordingly.
Things to know about the CSV:
Parent app child schedule
You can now see children’s booking patterns on the Parent App! Click Schedule at the bottom of your Parent App and view the sessions taken or booked on specific dates.
News file formats
To make it easier to upload information to your a News Post we have extended our file formats. You can now add a document, presentation, pdf and spreadsheet.
There are now three options to choose from in the allergy dropdown; Has allergy, No allergy & Unknown allergy.
Go to Children > Child > Medical information > Allergies.
Staffing & HR
Staffing & HR has been with our valued Pilot Nurseries for a few weeks now.
We have collected feedback and have already implemented changes.
You can now export a Sickness Report.
Staff Rota All Rooms View
When going to the staff rota, the default filtered view will be the new ‘all rooms’ view. This shows you staff member’s shifts across multiple rooms in both the week and day view. The all rooms view can also be exported.
Across the staffing features, we have improved the visual look based on feedback to make the different activities for work, break, holiday and sick leave easier to understand. The icons for each of those have been replaced with the text labels. These labels are seen on the staff rota, worklog and workday overview.