How do you deal with head checks?

Question

This is an open question to all schools.

How do you deal with head checks. Do you enter them all into JL when you get them or do you only enter them on the date they are made out for?

This comes into play on many reports in the system as when you run current balance it will calculate payments even if the date of the check has not yet arrived. Also if you don't enter them how do you know a parent is paying by head check and should not be called for tuition payments.

Ps. should head checks have a new tab just like credit cards have?

Answer 1

we enter it at the time we get it,  so like this it shows up in the deposit report at the date the check is available .

now with reports, most of the time it works by date you select, like from 9/1/14 to 8/16/15 you wont get any head checks past today .

and on balance reports where you don't want to chase someone that has a post dated check there are reports you can get that show future checks .

also be advised there a few ways how you can enter postdated checks and for one way there is a sub tab in payments called detail. (you should discuss with JL support witch way to enter it each way has pros and cons depends on your set up.)