EmilyTapestrySupport

Before generating your first invoice, we would recommend making sure you have your Invoice Configuration section filled in. This is where you can set what information is displayed in the header and footer sections of all PDFs you generate of invoices on your account. Here you can also the default due date for your invoices, which is the number of days after an invoice is generated that it becomes due. You can read more about how to do this here. Once you've completed these configurations, you can now generate your first invoice. If you want to generate invoices one at a time, then please have a look at the steps in this tutorial. Otherwise, if you want to bulk generate your invoices, go to Management System (1) > Finance (2) > Invoices (3) > and select 'Bulk Invoice' (4). You'll then be presented with a list of children that don't have an invoice within the selected date range. To change the invoice period you can either click on the current month to select a new month (1), or use a custom date range (2). You can also filter the list by room if you'd prefer (3). The invoice date will default to the current day (4) and the due date will generate depending on your due date config settings (5) but if you need to amend either of the dates just click in the relevant box. You will be able to preview the invoices (6), which will open up in a new tab. But if a child doesn't have a set bill payer then you won't be able to generate their invoice here (7) - please look at this tutorial for details on how to assign a bill payer. All children will be selected and you can de-select them if needed by ticking the box next to their name (8). You can 'Cancel' (9) and go back to the previous screen. Otherwise, when you're happy to proceed, click on 'Generate' (10). A popup box will then appear confirming the invoice details (1) and how many children an invoice will be generated for (2). 'Cancel' to make any changes on the previous screen (3) or proceed by clicking on 'Generate' (4). Once all of the invoices have finished generating you'll see a confirmation screen and message about the invoices that were successfully generated and any that could not be, along with the reasons (1). Next, you'll likely want to send them. To do this head to the unsent invoices (2) and follow this tutorial on sending invoices in bulk. (If you want to send invoices individually then you can refer to this tutorial instead.) If you have any questions about this please get in touch at customer.service@eyfs.info. Back to Main Tutorials Page

In this tutorial we are going to look at how to navigate the 'Invoice Overview Report' screen. Through here you will be able to see and export a report/s relating to your invoice data. First, start by heading to the Management System tab (1). Then, click 'Reports' (2) and 'Invoice Overview' (3). Here you will see a graph displaying your paid and unpaid invoice amounts. Along the bottom, you will see the month that is the invoice date (1), whether the invoice within that period has been paid or unpaid (2), and along the left hand side the value (3). Hovering over the bar will show you the breakdown of the of the invoice. Along the bottom you can also see the invoice date (1), the total cost of the invoices for that month (2), how much has been paid (3) and how much is unpaid (4). Use the scroll bar along the bottom to move along the months if needed (5). At the top of the screen you can choose to view this data by year (1) or, you can choose a custom month (2). When you choose the month/s, you will see the data appear relating to the period you have chosen. To export the data showing on the screen, select 'Export Table to CSV' (1). Please note, the CSV will only include the data you have selected from the date picker. The CSV layout will appear as it does on the 'Invoice Overview Report Screen' with the invoice date, the total of the invoices, and the paid and unpaid amount. And that is how to navigate the 'Invoice Overview Report' screen. For further support, please contact us at customer.service@eyfs.info. Back to Main Tutorials Page

In this tutorial, we will look into the 'Attendance' report feature on Tapestry. If you are using the 'Online Register' feature to sign children in and out of your setting, as well as mark absences, you can now obtain a report that can be used to monitor children's attendance and identify patterns. The 'Attendance' report is accessible by clicking on 'Management System' (1), then 'Reports' (2), and finally 'Attendance' (3). By default, the system generates the attendance report for the current day and for the entire setting. However, you can obtain a report for a period of your choice by changing the date range (1) or using the month picker option (2). Additionally, you can narrow down the results by filtering by 'Room' (3). At the top you will see a graphic which shows your attendance percentage for that period (1) as well as the number of days booked, percentage of days attended and absence percentage (2). It is also possible to see the report results listed by child in a table below, along with the detailed attendance/absences numbers and percentages (3). If you wish to keep a record of the attendance report you've just generated, you can export it as a CSV file by clicking 'Export Table to CSV' (9). That's all for now! We hope you found this helpful. If you have any questions, feel free to reach out to us at customer.service@eyfs.info, and we’ll be happy to help you. Back to Main Tutorials Page

This guide covers how to export and print a PDF staff register to use as a Paper Register from the Tapestry Booking system. If you're looking for the Online Staff Register, please refer to this tutorial instead. In order to access and use the staff register you'll first need to set up Booking on your account. So if this hasn't been done yet, a manager can set up Booking by following these steps. To access the register, go to Booking (1) > Registers (2) > Staff (3). From here, you can select the date/s you'd like the register to include (1), and click on 'Layout Options' (2) to change these options: you can choose between a daily and weekly register (3); to include three additional blank rows (4); to have a notes field (5); and whether you'd like staff on the register to be listed by first or surname (6). Once you're happy with your selections, click to generate the register (7). Depending on your layout options, it will look something like this: And that's it! If you have any questions please email us at customer.service@eyfs.info and we'll be happy to help. Back to Main Tutorials Page

Hi @Tweetinat, Just to let you know that the partially deleted status is now live on Tapestry. This means when you go to delete a child, you'll see the option is now called 'deactivate'. When you select this, you'll be presented with three different choices, one of which is to partially delete the child. If you choose to partially delete a child, their personal data will be deleted but any data required for financial, attendance or accident reporting will be kept. This tutorial will talk you through this process. Best wishes, Emily

Hi, It's now possible to make edits to a photo within the Android app! Once you have uploaded a photo you just need to tap on it and then tap on the paintbrush icon in the top left-hand corner. This will then bring up the editing options. We are still working on adding this functionality to the iOS app. If you are using iOS devices, do let us know and we can keep you updated with any progress we make on adding this. Best wishes, Emily

Hi, I'm afraid this is not something we are currently working on adding to Tapestry but it is on our list of things to look into adding and I've feed this back to the development team that this is something you would like to see on Tapestry and how you would like this to work. Thanks for your feedback! Best wishes, Emily

To split group observations on the Android app you will need to ensure you have updated your app to at least version 5.3.0 to access this feature. If you want to split group observations on the browser version of Tapestry, please have a look at this tutorial instead. Once logged in, tap on the group observation you'd like to split. Then scroll down to the bottom of the screen and tap on the last option at the bottom of the page, 'Split observation' (this option will only appear on group observations). After selecting option to split the group observation you'll then be taken to a screen where at the bottom you will see a list of all the children that are currently included in the observation (1). To split the whole observation just select 'Split All' at the top (2). This will split the observation straight away so each child in the observation will then have their own individual observation. If you want some children to remain in the original observation and you just want to split off a few children, you'll need to use the option 'Split Ticked' (3). To just split off some children from the observation, you'll firstly need select the children you want split off (1) and then just choose the 'Split Ticked' option (2). After you have chosen either option (to split the whole observation or just split off some children), you'll be taken back to the main Threads page and you will now see the duplicated observations in the list. So, that's it! We hope you found this tutorial helpful. Back to Main Tutorials Page

Hi, I'm getting in touch to let you know the ability to export online register data for children from Tapestry as a CSV is now live! This tutorial talks you through how you can do this from your account. We hope you find this addition helpful. Do let us know if you have any further feedback. Best wishes, Emily

Hi, Just a quick message to let you know the ability to export online register data for children from Tapestry as a CSV is now live! This tutorial talks you through how you can do this from your account. We hope you find this addition helpful. Do let us know if you have any further feedback. Best wishes, Emily

Hi Emma, I'm getting in touch to let you know the ability to export online register data for children from Tapestry as a CSV is now live! This tutorial talks you through how you can do this from your account. We hope you find this addition helpful. Best wishes, Emily

To export data from the Staff Register as a CSV, you will firstly need to navigate to the 'Management System' tab at the top of the screen (1). Then, from the left-hand menu, you'll need to select 'Exports' (2) and in the 'Registers' section (2), choose the 'Staff Register CSV Export' option (3). On the export page you just need to choose what date range you want covered by the CSV (1). By default it will be for the month you are currently in, but you can set the range as whatever works best for you. Then just click on the 'Generate CSV' button (2). The CSV will then be downloaded to your browser or device. When you open the download it will look something like this: So, that's how to export staff register data as a CSV. We hope you found this tutorial helpful! Back to main tutorials page

Hiya, We're sorry to hear you are having a few issues with Tapestry at the moment. Please do be assured we do always try and test all updates/changes as thoroughly as possible before they are released. We've not made any changes recently to drafts or how photos are attached to observations on Tapestry, so we can look into these for you could you drop us an email to customer.service@eyfs.info confirming what device/s you are experiencing these issues on and what app version they are running (this can be found at the bottom of the app login screen). In terms of the development matters not appearing on all devices the first thing to check is that you have the latest app version installed on all your devices. We generally find the easiest way to check is to search for Tapestry on the App/Play store and see if the option to update the app is there. If they are all up to date, again could you drop us an email confirming what devices you aren't seeing them on. Hopefully we can do some investigating and get these issues sorted for you so you can get back to using Tapestry smoothly as normal. Best wishes, Emily

On Tapestry you can bulk export invoices for an individual child, or for a group of children. There are two ways you can do this: through the Management system on Tapestry or through the Manage Children page on the Control Panel. I'll go through both in this tutorial. Let's start by looking how to do this from within the Nursery Management system on Tapestry. Click on 'Management System' at the top of the page (1) and then once you're in the management system, you just need to select 'Exports' from the left-hand menu (2) and from the export options, choose 'Invoice PDF export' (3). This will link you to an 'Export Invoices' page within the Control Panel. You will now need to select the children you want to export the invoices for. This will bring up a pop-up where you can search for specific children (1). Once you've found the child/ren you want to export the invoices for, you simply need to select their names by using the tick boxes (2). When you're finished, hit 'Done' at the bottom (3). Now that children are selected you will see them listed below (1). You can remove any children selected by accident by clicking on the 'X' button by their name (2). You can also add more children just by clicking on 'Select Children' again (3). To proceed to the next stage, select 'Export' at the bottom (4). The other way to export children’s invoices is from the Control Panel. Any manager can navigate here by clicking on their name in the top right-hand corner (1) and selecting 'Control Panel' from the drop-down (2). Once on the Control Panel, go to the 'Manage Children' page from the left-hand menu (3). From the Manage Children page, select the child/ren you want to export the invoices for from the list (1). When you do this, you will see a pop-up box appear in the bottom right-hand corner. From there, select 'Bulk export invoice PDFs' (2) and press 'Go' (3). This will take you to the same export screen you see if exporting through the management system. Here you can confirm your selection of children (1) and then continue with the export (2). After clicking 'Export' for either method, you will then see a message confirming the invoices have been queued for exporting. To see if they are ready to download straight away, select 'View your Downloads' (1). If they aren’t ready, check again later by selecting “Downloads” from within the Control Panel (2). On your Downloads page, you will be able to see your invoice export (1). The file name will be 'invoice-export-[date you exported the invoices].zip'. Underneath you can see how long you have left to download the invoices (2) and whether any other managers on the account have downloaded it (3). To save the invoices onto your own device/s, just click the 'Download' button (4). The files will be downloaded together as a ZIP file. You will need to extract the invoices from the ZIP file and you can then save them onto a device. Go back to Main Tutorials Page

This tutorial will talk you through how to apply a discount to a child within the Nursery Management system on Tapestry. Before you are able to do this, you will firstly need to set up discounts on your account. This tutorial talks you through how to do this. To apply a discount to a child you will need to navigate to 'Management System' at the top of the screen. Then head to 'Children' (1), select a child (2) and click on their 'Finance' tab (3). On the right-hand side you will see the section for discounts. To apply a discount, click the pencil icon (4). From the drop down menu (1), select which discount you want to apply. Once this has been selected, you will see the details of the discount underneath. The discount will apply to future invoices that are created, as confirmed next to the 'i' icon (2). Click 'Save Changes' when you are happy to proceed (3). See the discount added to the child's account. To edit a discount that is already applied to a child's account, navigate back to their page. You can do this by going to 'Children' (1), select the child (2), and head to their finance tab (3). Then, click the pencil icon next to the discount (4) to change it. Don't forget to click 'Save Changes' when you are done. Go back to Main Tutorials Page