Recording and Viewing Bond Payments

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  • Bond payments taken from parents can be recorded in Office.
  • Bond payments recorded here are recorded separate to the financial statement. This gives administrators the ability to record these payments without the money being used to pay off fees, allowing the money to be returned easily when the parent ends care.

 

Receiving a Bond Payment

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If you would like to record the receiving of a bond payment for a child please navigate as follows:

  1. Navigate to the Financial tab
  2. Select Bond Payments
  3. Under 'Record A Bond Payment'
  4. Input date of the payment
  5. Select the child name
  6. Select the parent name
  7. Set the type of bond as 'Receiving Bond'
  8. Enter the amount
  9. Add any comments you would like recorded on the bond entry
  10. Click Add Payment

 

Returning a Bond Payment

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If you would like to return a bond payment for a child please you will still be required to perform the payment transaction with the parent outside of Office. Office will not transfer any money back to the parent within the software. 

To record this transaction:

  1. Navigate to the Financial tab
  2. Select Bond Payments
  3. Under 'Record A Bond Payment'
  4. Input date of the payment
  5. Select the child name
  6. Select the parent name
  7. Set the type of bond as 'Returning Bond'
  8. Enter the amount
  9. Add any comments you would like recorded on the bond entry
  10. Click Add Payment

 

Viewing Exisiting Bond Payments

 

To view bond payments that have been made, navigate as follows:

  1. Navigate to Financial
  2. Select Bond Payments
  3. Scroll to the section "Existing Bond Payments".

Clicking on the Parent Name drop down will show a summary of all parents and the current balance of bond sitting in the system

Use the search filters to search by any of the functions listed. These include Date, Parent name, Child name, Type, Amount, Comments. Click Search to filter the list. 

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Parent Statement - Bond Summary

If an account has a bond payment recorded against a child, this will appear in a separate Bond Summary section located at the bottom of the statement. 

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