System/Workspace

Module
FunctionTitle
Link
SystemOnboardingSystem OnboardingClick Here for Resource
SystemMaintenanceSystem MaintenanceClick Here for Resource
SystemData ManagementData ManagementClick Here for Resource

Front Office

Module
Function
TitleLink
AccountabilitySessionsEdit and Add Transactions
Click Here for Resource
AccountabilitySessionsUnbalanced SessionsClick Here for Resource
AccountabilitySessionsReconciliationClick Here for Resource
AccountabilityDepositsDepositsClick Here for Resource
AccountabilityTransactionsTransactions - SearchClick Here for Resource
AccountabilityTransactionsTransactions - Account HistoryClick Here for Resource
Accountability
Transactions
Transactions - Suspicious TransactionsClick Here for Resource
Accountability
TransactionsTransactions - Transaction AdjustmentsClick Here for Resource
Accountability
TransactionsTransactions - Exceptions - Duplicate MealsClick Here for Resource
Accountability
TransactionsTransactions - Exceptions - Eligibility VarianceClick Here for Resource
Accountability
Edit Checks
Edit ChecksClick Here for Resource
Accountability
End of DayEnd of DayClick Here for Resource
AccountabilityClaimsClaimsClick Here for Resource
AccountabilityClaimsClaims - ReportsClick Here for Resource
AccountabilityReportsAccountability ReportsClick Here for Resource
AccountabilitySettingsCharge Limits
Click Here for Resource
Accountability
SettingsDefault Restrictions
Click Here for Resource
Accountability
SettingsReview ReasonsClick Here for Resource
Accountability
Settings
Add Menu GridsClick Here for Resource
Accountability
Settings
View and Modify Menu GridsClick Here for Resource
Accountability
Settings
Add Default Menu GridsClick Here for Resource
Accountability
Settings
View and Modify Default Menu GridsClick Here for Resource
EligibilityFormsAdd ApplicationsClick Here for Resource
Eligibility
FormsView and Modify ApplicationsClick Here for Resource
Eligibility
FormsApplication ProcessingClick Here for Resource
Eligibility
FormsAdd Income SurveysClick Here for Resource
Eligibility
FormsView Income SurveysClick Here for Resource
Eligibility
FormsProcessingClick Here for Resource
Eligibility
VerificationSamplingClick Here for Resource
Eligibility
VerificationTrackingClick Here for Resource
Eligibility
VerificationTracking FormsClick Here for Resource
Eligibility
VerificationInactive ApplicationsClick Here for Resource
Eligibility
VerificationBackdated ApplicationsClick Here for Resource
Eligibility
VerificationCollection WorksheetClick Here for Resource
Eligibility
Direct CertificationDirect Certification - FilesClick Here for Resource
Eligibility
Direct Certification
Direct Certification - Matched
Click Here for Resource
Eligibility
Direct Certification
Direct Certification - Potential Matches
Click Here for Resource
Eligibility
Direct Certification
Direct Certification - Extensions
Click Here for Resource
Eligibility
Direct Certification
Direct Certification - File Search
Click Here for Resource
Eligibility
NotificationsApplications NotificationsClick Here for Resource
Eligibility
Notifications
Income Surveys NotificationsClick Here for Resource
Eligibility
Notifications
Direct Certification NotificationsClick Here for Resource
Eligibility
Notifications
Carryover NotificationsClick Here for Resource
Eligibility
ReportsEligibility ReportsClick Here for Resource
Account ManagementAccountsAccounts - Add StudentsClick Here for Resource
Account Management
AccountsAccounts - Add AdultsClick Here for Resource
Account Management
AccountsView and Modify AccountsClick Here for Resource
Account Management
ID CardsID CardsClick Here for Resource
Account Management
RostersAdd RostersClick Here for Resource
Account Management
RostersView and Modify RostersClick Here for Resource
Account Management
RostersAdd HomeroomsClick Here for Resource
Account Management
RostersView and Modify HomeroomsClick Here for Resource
Account Management
NotificationsNotifications - Household LettersClick Here for Resource
Account Management
NotificationsNotifications - RemindersClick Here for Resource

Back Office

Module
Function
Title
Link
Item ManagementItemsCreate Non-Food ItemsClick Here for Resource
Item ManagementItemsCreate Food ItemsClick Here for Resource
Item ManagementRecipesCreate RecipesClick Here for Resource
Item ManagementMenu ItemsCreate Variety Menu ItemsClick Here for Resource
Item ManagementMenu ItemsCreate POS Only ItemsClick Here for Resource
InventoryPhysical InventoryCreate a Physical InventoryClick Here for Resource
InventoryOrders & ReceiptsCreate a Standard OrderClick Here for Resource
InventoryOrders & ReceiptsView and Modify an OrderClick Here for Resource
InventoryOrders & ReceiptsCreate a Receipt
Click Here for Resource
InventoryOrders & Receipts
Create a Quick ReceiptClick Here for Resource
InventoryTransfersCreate a TransferClick Here for Resource
InventoryAdds & WithdrawalsCreate a WithdrawalClick Here for Resource
Menu PlanningMenusCreate a Menu Using the Standard MethodClick Here for Resource
Menu PlanningConfigurationMenu Item Quick ListClick Here for Resource
Menu Planning
MenusCreate a Menu Cycle Using the Standard MethodClick Here for Resource
Menu PlanningMenusMenu PlannerClick Here for Resource
ProductionCalendarComplete a Production PlanClick Here for Resource
ProductionCalendarComplete a Production RecordClick Here for Resource
ProductionProduction AdjustmentComplete a Production AdjustmentClick Here for Resource