How do I see how much a parent owes or how much they have paid?


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1.      From anywhere in the system, click on the click the blue “Child” puzzle piece at the top left of the screen or from the home screen, click the "Children" icon.


2.      Select the “Category” that the child is in and click the “Search” button.


3.      Select the child's name from the drop down list and click the “Account” button.


The balance is shown at the top left of the screen beside “Total Current Balance”


4.      To see how the amount is calculated, click on the “View Transactions” button.


5.      Enter the date range for which you wish to view transactions for this child and click the “Search” button.


This will display a list of transactions for that period.  The current balance as at today is showing in the “Current Account Balance” field. 


6.      You can choose to print this information by clicking on the “Print” button or click on the “Previous” button to return to the “Account View” screen.




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