What's the "Enter historical information" link or feature I see in my bizAdvantage home?
The
Enter historical information feature is useful to providers who are already providing children's services in their neighborhood, and have customers with outstanding amounts owing (or credit) to them prior to using bizAdvantage. This feature allows providers to enter opening balances or amounts for each of their customer accounts, and serves as a quick way to migrate all of their existing customers' financial information to bizAdvantage from one convenient location or page.
To start entering opening balances or historical information now, click the
Enter historical information link located in your
bizAdvantage Home under the
Financials section. Once you're done entering the opening balances, click the
Close history link to lock the opening balances and never to be changed again.
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