System/Workspace
Module | Function | Title | Link |
System | Onboarding | System Onboarding | Click Here for Resource |
System | Maintenance | System Maintenance | Click Here for Resource |
System | Data Management | Data Management | Click Here for Resource |
Front Office
Module | Function | Title | Link |
Accountability | Sessions | Edit and Add Transactions | Click Here for Resource |
Accountability | Sessions | Unbalanced Sessions | Click Here for Resource |
Accountability | Sessions | Reconciliation | Click Here for Resource |
Accountability | Deposits | Deposits | Click Here for Resource |
Accountability | Transactions | Transactions - Search | Click Here for Resource |
Accountability | Transactions | Transactions - Account History | Click Here for Resource |
Accountability | Transactions | Transactions - Suspicious Transactions | Click Here for Resource |
Accountability | Transactions | Transactions - Transaction Adjustments | Click Here for Resource |
Accountability | Transactions | Transactions - Exceptions - Duplicate Meals | Click Here for Resource |
Accountability | Transactions | Transactions - Exceptions - Eligibility Variance | Click Here for Resource |
Accountability | Edit Checks | Edit Checks | Click Here for Resource |
Accountability | End of Day | End of Day | Click Here for Resource |
Accountability | Claims | Claims | Click Here for Resource |
Accountability | Claims | Claims - Reports | Click Here for Resource |
Accountability | Reports | Accountability Reports | Click Here for Resource |
Accountability | Settings | Charge Limits | Click Here for Resource |
Accountability | Settings | Default Restrictions | Click Here for Resource |
Accountability | Settings | Review Reasons | Click Here for Resource |
Accountability | Settings | Add Menu Grids | Click Here for Resource |
Accountability | Settings | View and Modify Menu Grids | Click Here for Resource |
Accountability | Settings | Add Default Menu Grids | Click Here for Resource |
Accountability | Settings | View and Modify Default Menu Grids | Click Here for Resource |
Eligibility | Forms | Add Applications | Click Here for Resource |
Eligibility | Forms | View and Modify Applications | Click Here for Resource |
Eligibility | Forms | Application Processing | Click Here for Resource |
Eligibility | Forms | Add Income Surveys | Click Here for Resource |
Eligibility | Forms | View Income Surveys | Click Here for Resource |
Eligibility | Forms | Processing | Click Here for Resource |
Eligibility | Verification | Sampling | Click Here for Resource |
Eligibility | Verification | Tracking | Click Here for Resource |
Eligibility | Verification | Tracking Forms | Click Here for Resource |
Eligibility | Verification | Inactive Applications | Click Here for Resource |
Eligibility | Verification | Backdated Applications | Click Here for Resource |
Eligibility | Verification | Collection Worksheet | Click Here for Resource |
Eligibility | Direct Certification | Direct Certification - Files | Click 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 | Notifications | Applications Notifications | Click Here for Resource |
Eligibility | Notifications | Income Surveys Notifications | Click Here for Resource |
Eligibility | Notifications | Direct Certification Notifications | Click Here for Resource |
Eligibility | Notifications | Carryover Notifications | Click Here for Resource |
Eligibility | Reports | Eligibility Reports | Click Here for Resource |
Account Management | Accounts | Accounts - Add Students | Click Here for Resource |
Account Management | Accounts | Accounts - Add Adults | Click Here for Resource |
Account Management | Accounts | View and Modify Accounts | Click Here for Resource |
Account Management | ID Cards | ID Cards | Click Here for Resource |
Account Management | Rosters | Add Rosters | Click Here for Resource |
Account Management | Rosters | View and Modify Rosters | Click Here for Resource |
Account Management | Rosters | Add Homerooms | Click Here for Resource |
Account Management | Rosters | View and Modify Homerooms | Click Here for Resource |
Account Management | Notifications | Notifications - Household Letters | Click Here for Resource |
Account Management | Notifications | Notifications - Reminders | Click Here for Resource |
Back Office
Module | Function | Title | Link |
Item Management | Items | Create Non-Food Items | Click Here for Resource |
Item Management | Items | Create Food Items | Click Here for Resource |
Item Management | Recipes | Create Recipes | Click Here for Resource |
Item Management | Menu Items | Create Variety Menu Items | Click Here for Resource |
Item Management | Menu Items | Create POS Only Items | Click Here for Resource |
Inventory | Physical Inventory | Create a Physical Inventory | Click Here for Resource |
Inventory | Orders & Receipts | Create a Standard Order | Click Here for Resource |
Inventory | Orders & Receipts | View and Modify an Order | Click Here for Resource |
Inventory | Orders & Receipts | Create a Receipt | Click Here for Resource |
Inventory | Orders & Receipts | Create a Quick Receipt | Click Here for Resource |
Inventory | Transfers | Create a Transfer | Click Here for Resource |
Inventory | Adds & Withdrawals | Create a Withdrawal | Click Here for Resource |
Menu Planning | Menus | Create a Menu Using the Standard Method | Click Here for Resource |
Menu Planning | Configuration | Menu Item Quick List | Click Here for Resource |
Menu Planning | Menus | Create a Menu Cycle Using the Standard Method | Click Here for Resource |
Menu Planning | Menus | Menu Planner | Click Here for Resource |
Production | Calendar | Complete a Production Plan | Click Here for Resource |
Production | Calendar | Complete a Production Record | Click Here for Resource |
Production | Production Adjustment | Complete a Production Adjustment | Click Here for Resource |