LineLeader Engage & Manage
Help documents relating to LineLeader Engage & Manage
By Imogen and 4 others5 authors177 articles
- How to Add/Update payment information for parents as an Admin
- Configuring the Kiosk Master PIN Code
- Choosing the Right Billing Setup (plans, items etc.)
- Feature Overview: Punch Cards
- Discount Calculation Setting
- Configure Moment Types
- How Immunization Due Dates and Compliance Statuses Are Calculated
- Staff Timekeeping: Basic Configuration Overview
- Create People & Family Relationships
- Admins: How to create a Family Relationship
- What should I do if I have a family moving from my center to another center in my organization?
- Media Review
- Recording Immunizations
- How to add medications to a person's profile
- How to Change a Person's Default Group
- How to configure the Immunizations listed on a child's profile
- Admin Guide to Switching Communities
- Marking a Child Absent - For Admin
- Configure Schedule Types
- Standard User Types
- Understanding the Activation Widget
- How to add Activities and Themes
- Getting Started for Administrators
- Mobile App Home Screen
- LineLeader System Requirements
- Configuring the Sleep Check Timer
- PIN Code Check-In and Check-Out
- How to Create a Menu
- How to add an allergy or important note to a profile
- Using Manage - CACFP Requirements
- Scheduling
- How can I check to see if my staff member activated their account?
- Check-in: How to check people in on the app
- How to deactivate people who are leaving your center's care
- How to Create a Moment Suggestion Rule
- User Profiles
- Adding Document Templates to Manage for Administrators
- Measuring Parent Engagement with the Engagement Tool
- Express Drive-up for Admins & Teachers
- How to Add and Edit Groups
- Calling out Allergies, Special Needs, and Important Notes on the Child Profile
- Manage - Easily View and Organize Group Rosters by Schedule Type
- Introducing Automated PIN Codes
- Switching Sites in Engage
- Identifying Guardians from Manage in Enroll
- Effortlessly Manage Student Transportation with Customizable Bus Routes and Rosters
- How to Set Maximum Capacity for Group
- Streamlined Relationship Management
- KinderConnect
- Able to Work At: Granting Staff Access to Multiple Locations
- Organization Info Tab
- Holidays in Manage
- Manage - KinderConnect in Texas: Check-In Photo, Signature, and Location Capture
- Billing Plans and Attendance Report
- Payer Status Widget
- Billing: How to apply payments to an invoice
- How to Edit your Billing Settings?
- Upcoming Billing Adjustments Widget
- Charging, Receiving, and Applying Security Deposits
- How to Add a Discount in LineLeader
- How To Manually Pay Invoices
- A third-party payer has paid more than they owe: How should I apply an overpayment from a third-party program?
- How to add a credit memo to an account in LineLeader
- How to receive payments from third-party payers
- How to Suspend Invoices from Being Sent
- How Can I do Batch Billing For Items?
- How to send a manual invoice for a child’s enrolled plans
- How to issue a manual invoice for Pending Charges
- How to automatically assess late payment fees
- How to suspend billing for a client
- How to add plans and items to your billing configurations and set billing schedules
- Add a Family Split to an invoice
- The Family Balance Report
- How to refund a Credit Memo
- Intro to Billing
- How to Add the Daily Billing Plan to a Child’s Profile
- Expiring Discounts: Paying before the due date
- Automated Past Due Communications (Manage)
- How to Apply Expiring Discounts
- The Past Due Accounts Widget
- How to issue a Refund
- How to Edit your Billing Settings?
- Billing Reports: Online Payment Transactions Report
- Billing Reports: Payout Report
- Payout Timeline
- Recent Refusals Widget
- Data Explorer: What is it and how should I use it?
- Understanding Ledger Billing Maps if you plan to export accounting activity from LineLeader
- Billing Reports - Receipts
- Understanding Invoice Status
- Expected Payment Timing
- How to Manage Bank Deposits
- Billing Reports
- Why didn't autopay work?
- How to send a balance notice
- Tips on reconciling LineLeader to my integrated accounting system
- Payment Statement
- Ledger Detail Report: What is it and how should I use it?
- Payments/Refunds In-Progress Widget
- What is a Chargeback?
- How to pay invoices in the mobile app
- What payment methods are available for families to pay their bills in LineLeader?
- How to add plans and items to your billing configurations and set billing schedules
- Reallocating Subsidy Payments
- Invoice Modifications
- Receiving Overpayments and Underpayments via the Payer Status Widget
- How to Void an Invoice After an Unsuccessful or Refunded Electronic Payment
- Flexible Billing with Invoice Modifications
- Posting Subsidy Payment Receipts to Alternate Cash Accounts
- Reallocate From Family to Payer
- Introducing Variable Monthly Subsidies
- Enhancing Payroll Deductions
- Customizing Invoice Due Dates
- Seizing Security Deposits
- Improved Experience When Removing Autopay Payment Methods
- How to Receive and Apply Partial Subsidy Payments in Manage
- How to Enroll a Child in a Billing Plan
- Billing / Invoicing Most Common FAQs
- Linking Schedules to Billing Plans
- Staff Time Cards Reporting (Manage)
- Applying Filters: How to view your class roster, change groups, and check ratios
- Reports
- Profile Report: What it is and how to use it
- Enrollment Forecasting and Capacity Planning: How to use these two reports to manage your center
- Enrollment Status Report
- Immunizations Report
- Enrollment Forecast Report: What it is and how to use it
- Manage Custom Report Builder Overview
- FAQ Manage Custom Report Builder
- Data Validation
- Improved Family Balance Reporting
- Improved Multi-Site Payout Reporting
- CACFP Food Reimbursement Report
- Capacity Planning Report: What it is and how to use it
- Update to the Contact Roster report
- Manage - Track Daily Attendance with the New Attendance Grid Report
- Tracking Absences on the General Attendance Report
- How to see what children receive subsidy reimbursements via the plan enrollment report
- LineLeader Engage - A Guide for Families
- WatchMeGrow + LineLeader
- Enroll in Autopay: How do I set up Automatic Payments?
- Express Drive-up for Families
- Using Pin Codes and QR codes to Check-in and Check-out (for families)
- Marking a Child Absent as a Parent
- How to find previously issued invoices
- How can I pay my child's tuition on the app
- How to Add a Payment Method
- Enroll in Autopay: How do I set up Automatic Payments?
- How to complete a Data Validation as a family member
- Real-Time Notification Preferences for Families
- How to edit profile fields as a family member
- Document Management for Families
- Understanding the Message Center for Families
- Switching Communities as a Parent
- How to Add a Payment Method to LineLeader
- How can I pay my child's tuition on LineLeader?
- Easily View and Manage Your Child's Pending Documents
- Saving Photos From the Mobile App