SAProfile_Web_Childcare_Statement_Web_Childcare_Statement_Help
The Web Childcare Statement profile allows you to set search and report parameters for Childcare Statements printed by patrons via WebTrac. This profile should be linked to your WebTrac User ID. By default, the Childcare Statement in WebTrac is located under My Account • Reports.
Making changes to a profile is an Audited Event. Additionally, Linking, Removing, Purging, and Cloning profiles are also Audited Events.
See Also: Topic Doc - RecTrac Profile Assignments Screen, Hierarchy Guide, and Profile Listing.
See Also: Video - Profile Review
SAProfile_Web_Childcare_Statement_Web_Childcare_Statement_Tab1
Modules To Include (Blank = All) (SAProfileDetails_ModulesToInclude)
Click the Combo Box icon and select the RecTrac Modules you wish to have included on Childcare Statements printed via WebTrac.
OR
Leave this field blank to include All Modules listed on the Combo Box.
Comment Code (SAProfileDetails_WCSCommentCode)
Click the Picklist icon to select the Comment Code you want to printed on Childcare Statements generated through this profile.
Comment Codes are maintained in Comment Code Management. Type = Activity Registration.
DeleteVisit Locations To Include (Blank = All) (SAProfileDetails_VisitLocations)
This field is applicable only if you are opting to include Pass and/or Activity Visits on your Childcare Statements.
Click the Combo Box icon to select the Facility Locations you wish to include on the Childcare Statement. If including Pass or Activity Visits on your Childcare Statements only those visits processed at a Location in this field will be included.
OR
Leave this field blank to use all Locations.
Begin Activity Section (SAProfileDetails_BeginActivitySection)
If opting to include Activity Registrations and/or Visits on the Childcare Statement, select your Begin and End Activity Sections.
OR
Enter a Activity Section Wildcard.
Note: Leave the Activity Sections fields at their defaults to include your entire range of Activities if desired.
End Activity Section (SAProfileDetails_EndActivitySection)
If opting to include Activity Registrations and/or Visits on the Childcare Statement, select your Begin and End Activity Sections.
OR
Enter a Activity Section Wildcard.
Note: Leave the Activity Sections fields at their defaults to include your entire range of Activities if desired.
WildCard Activity Section (SAProfileDetails_WildCardActivitySection)
If opting to include Activity Registrations and/or Visits on the Childcare Statement, select your Begin and End Activity Sections.
OR
Enter a Activity Section Wildcard.
Note: Leave the Activity Sections fields at their defaults to include your entire range of Activities if desired.
Begin PassCode (SAProfileDetails_BeginPassCode)
If opting to include Pass Memberships and/or Visits on the Childcare Statement, select your Begin and End Pass Codes.
OR
Enter a Pass Code Wildcard.
Note: Leave the Pass Code fields at their defaults to include your entire range of Pass Codes if desired.
End PassCode (SAProfileDetails_EndPassCode)
If opting to include Pass Memberships and/or Visits on the Childcare Statement, select your Begin and End Pass Codes.
OR
Enter a Pass Code Wildcard.
Note: Leave the Pass Code fields at their defaults to include your entire range of Pass Codes if desired.
WildCard PassCode (SAProfileDetails_WildCardPassCode)
If opting to include Pass Memberships and/or Visits on the Childcare Statement, select your Begin and End Pass Codes.
OR
Enter a Pass Code Wildcard.
Note: Leave the Pass Code fields at their defaults to include your entire range of Pass Codes if desired.
Begin Service Item (SAProfileDetails_BeginServiceItem)
If opting to include Service Items on the Childcare Statement, select your Begin and End Service Items.
OR
Enter a Service Item Wildcard.
Note: Leave the Service Items fields at their defaults to include your entire range of Service Items if desired.
End Service Item (SAProfileDetails_EndServiceItem)
If opting to include Service Items on the Childcare Statement, select your Begin and End Service Items.
OR
Enter a Service Item Wildcard.
Note: Leave the Service Items fields at their defaults to include your entire range of Service Items if desired.
WildCard Service Item (SAProfileDetails_WildCardServiceItem)
If opting to include Service Items on the Childcare Statement, select your Begin and End Service Items
OR
>Enter a Service Item Wildcard.
Note: Leave the Service Items fields at their defaults to include your entire range of Service Items if desired.
Print Paycode Totals (SAProfileDetails_PrintPaycodeTotals)
Select this option to have the statement include a subtotal line for each pay code that was used as remittance for Child Care over the date and module range selected.
This information appears at the bottom of the statement.
DeleteCredit Paycodes To Include (Blank = All) (SAProfileDetails_CRPaycodes)
Click the Combo Box icon to select the Credit Payment Code Types you wish to include on your Childcare Statements.
The purpose of a child care statement is to allow parents to claim fees they paid toward child care as a tax credit. So, as a general rule, you should include only legal tender" pay codes used by your organization (i.e. pay codes that represent actual money coming out of the patron's pocket so to speak). These include (but are not limited to) Checks Cash Credit Cards Foreign Currency Gift Cards and the VSI-System pay code.
Do NOT include pay codes that do NOT represent "legal tender" (i.e. paycodes that do NOT represent actual money being spent by the patron). These include (but are not limited to) Journal Miscellaneous Reward Points Instructor Pay Scholarship Credit Book Agency/Discount and Accrual.
DeleteDebit Paycodes To Include (Blank = All) (SAProfileDetails_DRPaycodes)
Click the Combo Box icon to select the Debit Payment Code Types you wish to include on your Childcare Statements.
The purpose of a child care statement is to allow parents to claim fees they paid toward child care as a tax credit. So, as a general rule, you should include only legal tender" pay codes used by your organization (i.e. pay codes that represent actual money coming out of the patron's pocket so to speak). These include (but are not limited to) Checks Cash Credit Cards Foreign Currency Gift Cards and the VSI-System pay code.
Do NOT include pay codes that do NOT represent "legal tender" (i.e. paycodes that do NOT represent actual money being spent by the patron). These include (but are not limited to) Journal Miscellaneous Reward Points Instructor Pay Scholarship Credit Book Agency/Discount and Accrual.
Delete