Financial Reporting - Overview

For a quick overview of your business's financial health, the Jackrabbit Care Finances section shows you the information you need. Go to Finances (left menu) > Overview link on the Reports card, where you can do the following:

•  Monitor your business financials in real time.
•  View financial data visuals with an overview of posted, scheduled, pending, and past due fees.
•  Access additional financial report information.

Note:  Only Owners and Administrators have permission to access the Finances section.

Overview Tab

See the legend below to see how each section of the financial overview functions.

1. The financial dashboard widget shows percentages for posted, scheduled, pending, and past due fees. Click any of the circle's sections to go directly to its corresponding Financial Report.
2. See the totals of each fee type. Click any fee to go directly to its corresponding Financial Report. Hover over the Info iconfor a description of each fee type.
3. Billing & Payments displays the total amount billed and the total amount paid for invoices so far this year. Click See More to view more information on the Billing & Payments report.
4. Past Due displays the five family accounts with the largest overdue balances. Click any of the following for more information:

   · Family Account Name - Go to the Family Account Details tab.
   · Billing Profile Name - Go to the Family Account Billing tab.
   · See More - Go to the Past Due report to see all families with past due balances.