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LineLeader Engage & Manage
Help documents relating to LineLeader Engage & Manage
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
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 Overpayment 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
Convenience Fees
How to Receive and Apply Partial Subsidy Payments in Manage
How to Enroll a Child in a Billing Plan
Billing / Invoicing Most Common FAQs
Staff Time Reporting Enhancements (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
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
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
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