Harmony Web Information

Getting started

This document will guide you through accessing data, processing timesheets and creating fee estimates.

Account balance and adjustment

This document will guide you through adjusting a parent or guardian’s account balance if their current account balance is incorrect.

Accounts dashboard

This document will guide give you an overview of the accounts dashboard including links to most accounting options, such as creating invoices and
entering receipts.

Adding an extra day

Bad debt

If a contact, such as a parent or guardian, won’t pay for one or more of their invoices, you can write off all or part of those invoices as a bad debt, which will result in a reduction to their account balance.

Charges

Charges are important because they are used as line items on your transactions, such as invoices. For example, a timesheet invoice will contain a charge named “Child Care Fee” for each child.

General ledger account

The General Ledger Accounts (or GL Accounts) contain a chart of accounts that you can use in your account transactions, such as invoicing.

A tip – sheet booklet

This document will guide you through accessing data, processing timesheets and creating fee estimates.

Invoice and financial settings

This document will guide you through the invoice and financial settings option that allows you to customise some of the Account options.

Invoicing overview

The Account options, such as invoicing and receipts, allow you to maintain separate balances of account for each of your contacts, such as parents or guardians.

Lodging support request

This document will guide you on how to lodge a support request using Harmony for Educators. All support requests are logged in our Educator Support Portal.

Non – timesheet invoices

Non-timesheet invoices allow you to invoice a contact, such as a parent or guardian, for charges that cannot be entered on a childcare timesheet.

Processing timesheet

The timesheet forms will prepopulate based on the child’s booking created by your service.

Sign in and sign out

While overnight care may be booked across several consecutive sessions (ie ending at midnight on the first day and beginning immediately after on the following day), the e-Signature window will group the sessions together as one.

Signature on timesheet

This document will guide you on how to view e-Signatures collected on the child’s timesheet for the week.

Timesheet invoicing history

When you create Timesheet Invoices, your request, known as a timesheet “Invoice Run”, is placed in a queue along with requests from other educators.

Transaction history

The transaction history option allows you to view the account transactions for a specific contact to understand which transactions have been applied to their account balance.