Kangarootime Overview Guide

Navigate to Families in the menu, then select Accounts from the dropdown options.

Select + Add Account

Enter Child Information and Primary Contact details, then Save. 

Once saved, you will be automatically directed to the newly created account. Here you can add more information to the account under the following tabs:

Navigate to Families in the menu, then select Children from the dropdown options.

Select the Child Profile by searching for the child's name, then selecting the profile.

Navigate to Attendance in the menu, then select Attendance/Bookings from the dropdown options.

Scroll down past the Overview table and select Times

Ensure that the Date/Week view is set to Day.

Under the Actions column on the right hand side, you can:

Navigate to Attendance in the menu, then select Attendance/Bookings from the drop down options.

Scroll down past the Overview, then select the Finance Tab

Select Day or Week Date range you wish to charge

To charge one child only select the three dots (... ) under the Actions column on the right hand side and select Charge (this can be done daily or weekly).

To charge multiple children, select the tick box beside the children you wish to charge and select the $ symbol at the top to charge (this can only be done per day, and if all children selected have not had their sessions charged).

To charge all children select the tick box beside Child column at the top of the menu and select the $ symbol at the top to charge (this can only be done per day, and if all children selected have not had their sessions charged).

Navigate to Attendance in the menu, then select Attendance/Bookings from the drop down options.

Select the + Add Session button

Input the following:

• Date for the casual session
• Class the child will be attending
• Child that the session is for
• Fee to be charged for the session
• Save
  
  

Navigate to Subsidies in the menu, then select IS Cases from the drop down options.

 Select the downwards arrow on the far right of the case you are needing to make a claim for.

Select the Create Claim button.

1. 1. Ensure you have selected the correct payment type and week ending date you are creating the claim for.
2. Under Child Information select child/ren that you are claiming for.
3. Enter the number of F2F and Non F2F hours that you are needing to claim.
4. Under Educator Information select the Employee Profile for the Educator that you are using for the claim.  
5. If your Educator does not have an employee profile in Kangarootime, select Add Temporary Educator to add another Educator. Enter the Educator's name.
6. Beside each educator, enter the number of hours for each day that educator is responsible for.
7. Tick the Declaration checkbox.
8. Select Submit.

Navigate to Billing in the menu, then select Statements from the drop down options.

Select + Manual Run to create a statement that is not scheduled

Outline the period you want to display on the statement by selecting the relevant dates 

Select Run

Scheduling Statement Runs

Select + Schedule Statements to set a schedule for the statements to automatically run. 

Under Message you can write a message that you would like to see displayed on the statements (ensure you type this before creating a manual run or the issue date of scheduled statements) and select Save.

Under the Message text box is a log of dates statements have been run for, you can select the dropdown box to see further details such as:

• Account Name: that statement is associated with,
• Email: that the statement was sent to,
• Status: indicates the status of the sent statement,
• Seen: indicates if the statement has been opened,
• View Statement: open the statement that was issued to see what the account holder has received.
  

Navigate to Billing in the menu, them select Payments from the drop down options to see the payments dashboard and add payments.