How to Filter and View Supplemental Fees & Reports

Step 1: Open the Setup Area and Access Adjustments

Click the Setup icon on the left-hand side menu to open the setup area.

Once in the setup area, click the Adjustments tab.

In this view:

• The Name column shows each adjustment that has been set up (e.g., meal service, employee discount).

• The Meal Service column displays which clients have a meal service adjustment fee.

• The Type column indicates whether the adjustment is an added fee or a discount.

Step 2: Filter Adjustments by Type (Fee or Discount)

Click the hourglass icon to begin filtering the list of adjustments.

Click the down arrow to view the available filter options. From here, select whether you want to filter for a Fee or a Discount.

Once you select an option, only adjustment items of that specific type will be displayed.

Step 3: Filter for Meal Service Adjustments

To filter specifically for meal service adjustments, click the hourglass beside the Meal Service column.

Select Yes to display only clients who have a meal service adjustment fee.

The Frequency column shows how often the client is billed for this service; meal service is typically billed monthly.

Step 4: Edit an Existing Adjustment

To make changes to any of the adjustment services, click the dropdown arrow beside the relevant adjustment.

Here, you can update the amount and the frequency of the adjustment.

Step 5: Navigate to the Reports Module

Click the Reports icon on the left-hand menu to open the Reports module.

Click the Region Reports tab at the top.

Next, click Supplemental Parent Fees to open the supplemental parent fees report.

Step 6: View Reports by Reporting Period

To view the report by reporting period, select the desired period from the list.

Then click Apply.

The report will generate automatically. Use the Download button at the top to download, save, or print the report.

Step 7: View Reports by Specific Date Range

To view the report by a specific date, use the calendar feature at the top of the screen.

Select your desired date range in the calendar.

A custom report will be generated for the selected date range, with the option to download it.

For additional details on configuring fees and adding them to family ledgers, refer to the video “How to Set Up Supplementary Fees.”