Registers, Invoices and Sundry Items

[Poplars Group]

We have just started using the registers and invoices.  Would it be possible to look at the following:

Number of children down the side of the register for ease

Child's names on one line - possibly less space for comments so that each days register does not go over onto two pages

Possibility of exporting the register to excel so that the data can be manipulated to suit each individual setting

Sundry items - we have currently set up our hot dinners as a session so that the charge appears on the invoices but because you have to add a time it also appears on our registers.  Is there any plan to include the facility to add sundry items to invoices without them having to be set up as a session?

Many thanks

Emma

[KatTapestrySupport]

Hi Emma,

Thank you for your feedback 🙂 are you referring to register exports (printable versions), rather than the online register on Tapestry? 

• Number of children down the side of the register for ease
  • Do you mean you would like to see the total number of children expected on the register? This is something we are looking at adding, along with displaying the number of absences expected on the selected day/selected period; I have put you down on our contact list for when this goes live, but do let us know if you mean something else.
• Child's names on one line - possibly less space for comments so that each days register does not go over onto two pages
  • Again, is this referring to when you export the register to PDF? I can put a request to the team to look at ways of making the register more compact, so that it doesn't go over so many pages. You can use the 'Layout Options' section when exporting a register and untick the columns you don't want to include if that helps in the meantime.
• Possibility of exporting the register to excel so that the data can be manipulated to suit each individual setting
  • We are also in discussion about this as well; I have added you to the contact list for this and we will keep you posted.
• Sundry items - we have currently set up our hot dinners as a session so that the charge appears on the invoices but because you have to add a time it also appears on our registers.  Is there any plan to include the facility to add sundry items to invoices without them having to be set up as a session?
  • There is currently the option to add 'Additional Line Items' to and invoice, but we will be releasing 'Extra Charges' as part of the next Invoices update, which is due within the next couple of weeks (provided testing goes well). It will give you the ability to add meals and other items as 'Extra Charges' and set prices for them, then you will be able to add these alongside sessions as part of a regular schedule (if you are charging for them consistently), or ad hoc as required from a child's dashboard. The Extra Charges will have their own section on the invoices so you can see which charge is which. Will this suit your needs? As I say, it is due out very soon so do keep an eye on our social media and for a yellow banner within Tapestry itself for when we announce its release 😁

If you have any questions about the above or would like to add some more information for us, please do let us know.

Best wishes,

Kat

Tapestry Support