Parent Accounts
An easy to read list view of each account also providing detailed statements and payments, all on a single screen. Parents in Xplor have access to their accounts 24/7 through the Xplor App or through the Parent Web Portal.
To access your accounts select Financial > Parent Accounts
Searching Accounts
All Active, Waitlist and Inactive Family Accounts can be located by using the following tools
Status - Filter account status i.e. Active, Inactive and Waitlist
Tags - Filter accounts by the tags you have set and assigned parents
Search Bar - Search Accounts by typing the child or parents name or surname
Tab Filters - Select a Certain Category and order the category by Ascending or Descending
- Account Name
- Account Id
- Child Id
- Child Name
- Invoice Date
- Balance
- Tags
Adding a Manual Payment
To record a Manual Payment -
- BPAY Payment
- Cash Payment
- CentrePay Payment
- Cheque
- Credit Note
- Direct Deposit Payment
- EFTPOS Payment
- Select the Add Payment Button
- Select Parent & Child Name
- Payment Type - Payment or Refund
- Payment Date
- Enter Amount
- Select Payment Method - BPAY Payment | Cash Payment | CentrePay Payment | Cheque | Credit Note | Direct Deposit Payment | EFTPOS Payment
- Enter Comments - (This will appear in the Statement)
Viewing Statements
To view account information select the "Statement" button. This will provide a quick view of the most resent transactions on the account.
Presentation of Statements
For a breakdown of reading and understanding accounts, please see this article.
Additional Options
When opening the Account Statement view, you have additional options:
- Download Session Subsidy Statement: Download a detailed breakdown of each session including the hours, fee, CCS received, ACCS received, and the fee-less-subsidy
- Email Parent Statement: Send the account holder an email of their statement
- Download Parent Statement: Download a PDF of the parent statement
- Export Parent Statement CSV: Download a CSV spreadsheet of the parent statement
Account Statement Pop-Up
Reading Parent Statements
Have more questions? Check out our Training Overview
