The balance migration will not happen until Thursday of your go-live week. This is an overview of the process, do not do this until your onboarder has instructed you to.
What's the process?
Unlike the rest of the migration process, the balance transfer from QK to Xplor will mostly be done by you. This is because it is extremely important information and the report will require you to match families names. Only you will know this information.
On Thursday of your go-live week, your onboarder will provide you with an empty balance template with all list of all the primary carer that are in Xplor.
You will need to do a few things in QK to get the accurate balances for families. These include:
- Mark all attendances on the rolls for each room in pencil
- Generate a balance report in QK
When you have generated the report, it will give you a list of each families remaining balance.
You should then enter in each families remaining balance from the QK report, into the balance template your onboarder provided to you.
Please note: In Xplor, only the primary carer can have a balance. If your report shows two parent balances for one family, you will need to combine this amount.