NoHo CARE Online User Guide
Family Fee History Report
- NoHo Software (Unlicensed)
The Family Fee History Report displays a list of family fees posted to Family Fee History for the specified report criteria and data range. The information displayed on this report includes Family ID, Family Name, Batch Number, Invoice Number, Invoice Date, Child, Program, Transaction Type, Void Status, Description, Amount, User and Service Start & Stop Dates.
The report criteria form includes filters for Invoice Date, Division, Data Source, Program Group, Program, Family, Child, Batch Number Range, Service Dates, Invoice Number, Transaction Type and Void Status.
Depending on the selection made in the Report Format section, the report results are grouped by family, program, or provider. There will be a subtotal by group (family, program, or provider) and a grand total included at the end of the report.
To View the Family Fee History Report:
- From the Reports Menu, select the Family Fee History Report. The report criteria form will be displayed.
- Select a report format (family, provider, or program). This will determine the grouping used for the report.
If the "By Provider" option is selected, the report will group and subtotal by provider. It will also include subtotals by family. Note: If the parent has fees from multiple providers during the reporting period, the family will be shown multiple times on the report (for each applicable provider) and the family sub totals shown will not reflect the family’s overall balance. It will only reflect the transactions with that particular provider. There will not be anything on the report that shows the family’s overall balance for all providers. If an overall family balance is needed, users will need to rerun the report and select the "By family" report format option. - Enter an invoice date range or leave blank to include all.
- Select a division or select "All" to include all.
- Select a data source (in most cases, you will select "Current Fees").
- Select a program group or select "All" to include all.
- Enter a program ID or use the Search button to search for a program. Or, leave the field blank to include all programs.
- Enter a Provider ID or click the Search button to use the Provider Search Form. Or, leave blank to include all providers.
- Enter a Family ID or click the Search button to use the Family Search Form. Or, leave blank to include all families.
- Enter a Child ID or click the Search button to use the Child Search Form. Or, leave blank to include all children.
- Enter a range of batch numbers or leave blank to include all.
- Enter a service date range or leave blank to include all.
- Enter a range of invoice numbers or leave blank to include all.
- If desired, click the box for Limit to transactions for this program only.
- Select a transaction type or select "All" to include all.
- Select a void status (in most cases, you will select "No").
- Click the Display Report button to view the report. You will have the option to print or save a copy to your computer.
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