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This article will guide you through available reporting options for your center, which are helpful for collecting files for tax purposes or when creating reports for parents on a child's behalf.
Generate a Payment Statement
Famly's statement download feature allows parents to download evidence of both pre-tax payments and bills issued throughout the year from the bill payer account page.
Statements include the following details:
The center's tax ID number
The center's logo
Bill payer details
Name, phone, and address of bill payer.
Name(s) of child(ren).
List of all payments made in the selected calendar year, including overall sum
List of all bills received in the selected calendar year, including date and bill total
Parents can view and download this information from their Balance tab, but if parents are unable to access this, you can download and send this to them on their behalf.
To access this information for a parent:
Use the search function and search for the relevant bill payer
Once you're on that parent's bill payer account, scroll down to Statement
From here, choose the year you'd like to view their statement for
Click Open
Use the date picker at the top to define your desired date range
Click on Print and choose Save as PDF in the print destination field
Download the PDF and send it to the parent
If you would like to send parents a guide on how to download their own statements, you can send this article!
Export your Revenue Report
To export your Revenue Report:
Click on Finances in your sidebar
Click on Reports
Select Revenue
Click on Export CSV in the corner and choose where you'd like your file to be saved
Your revenue is now ready to be imported into your preferred tax processing system.
Export your Billing Transactions
You can also export files containing information about payments made to your center and invoices sent out.
To export a CSV of Payments:
In the Finances tab, select Payments
Click on Export CSV and choose where you would like your file to be saved
To export a CSV of Invoices:
In the Finances tab, select Reports
Click on Invoices
Click on Export CSV and choose where you would like your file to be saved