Table of Contents
Introduction
Join Brian Hatch as he walks through running and configuring Child Care Statements as a self service option for your patrons.
Recording
Transcript
00:00:01:4 - 00:00:22:6
Brian Hatch
In this video, we're going to walk through the process of producing a child care statement through the WebTrac portal. Customers have the ability to self-service and get these child care statements on their own when logged into WebTrac. In the top right, I'm actually already logged in and I'm going to go to your child care statement Menu Option Under reports that'll bring me to a screen where I only have a couple of options to choose from.
00:00:22:6 - 00:00:48:0
Brian Hatch
As a patron. I can choose the year I'm looking for my subtotal option and my option for printing payments by member. Once I make those selections, all I have to do as a patron is hit submit and that will automatically generate the statement and that will be emailed to the primary email record on that account. Now, in order to offer these simplified report options on the portal, there's some setup options in RecTrac that we need to visit.
00:00:48:0 - 00:01:10:7
Brian Hatch
So I'm going to switch over to my RecTrac database and there is a web child care statement profile that we typically have set up in the database linked to the W WW user or whatever WebTrac user you're using. So I'm in profile assignments. I actually already have my profile created. I'm going to open up just to review the settings on this profile.
00:01:10:7 - 00:01:33:4
Brian Hatch
So similar to the your statements options in RecTrac, you have the ability to narrow things down by module. You can add additional comment codes in here for providing additional info on the statements that they're producing through WebTrac. You have options for other modules for visit records. In addition, you can choose the Pass and Service Item module as well.
00:01:34:1 - 00:02:00:0
Brian Hatch
And below there you can choose your paycodes that are going to qualify. So again, your check cash, credit card, potentially your system pay codes but probably not paycodes like your scholarship type payments, and then a few other options for how you want things to to print and show on statement. But once you generate this profile and you link it to your W WW or WebTrac user, you have the option for your patrons to create their own child care statements through WebTrac.