Recording and Viewing Bond Payments

Bond payments taken from parents can be recorded in Xplor. Bond payments recorded here are recorded seperate 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.

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Receiving a Bond Payment

If you would like to record the receiving of a bond payment for a child please go to Financial > Bond Payments

Under 'Record A Bond Payment', Enter the date of the payment > Select the child name > Select the parent name > Set the type of bond as 'Receiving' > Enter the Amount > Any comments you would like recorded on the bond entry > Click Add Payment. 

NOTE: Any Bond Payments will not be recorded on the parent's account statement.

Returning a Bond Payment

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 Xplor. Xplor will not transfer any money back to the parent within the software. 

To record this transaction, head to Financial > Bond Payments

Under 'Record A Bond Payment', Enter the date the bond was returned > Select the child name > Select the parent name > Set the type of bond as 'Returning' > Enter the Amount > Any comments you would like recorded on the bond entry > Click Add Payment. 

Viewing Exisiting Bond Payments

To view bond payments that have been made, head to Financial > Bond Payments > scroll to the section called "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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