Related Articles
Importing opening balances
Parent debt and credit can be added as opening balances to the system. If you’re just getting set up with eymanage, you may have a lot of opening balances to add for existing parents, in which case you can import the data in bulk. Click on Children ...
Importing staff data
If you have existing data on your staff members, you can import them into the system all at once. You can do this yourself, but it's recommended that you contact the eyworks team if you want to import data. Technically, you can import any CSV file ...
Importing child data
If you have existing data on children, you can import them into the system all at once. You can do this yourself, but it's recommended that you contact the eyworks team if you want to import data. Technically, you can import any CSV file into ...
Creating a deposit
You can keep track of deposits on eymanage. When a deposit is added to the system, it can be refunded, transferred to another child, or allocated to an invoice. Adding a deposit Click on Children in the sidebar. Click on a child’s name to bring up ...
Creating a refund
You can refund any unallocated Payments on Account, Credit Notes or Deposits. There are two ways you can do this. Method 1 Click on Children in the sidebar. Click on a child’s name to bring up their profile. Click on the Invoices tab on the left. In ...