CHILDCARE Sage Version History

The Childcare Sage was developed as a lite version of our Preschool Sage. It had most of the functions of the Preschool Sage except for Staff Timesheets, Emails, Form Letters, appointments, system backup, and PDA Synchronization. As we continued improving the Childcare Sage, it was becoming too similar to the Preschool Sage; so we decided to add all of the Preschool Sage features into the Childcare Sage and only have 1 system. We started the Childcare Sage at version 1.3 because if was initially a modified Preschool Sage version 1.3.

The chart below has screenshots for the various versions and also the main features that were added for that version. Each new version contains many small improvements that are not listed.

v1.3 (12/2002)

 

Contact Information, Remarks
Childcare Center Information
Attendance Schedule
Tuition Based Billing System
Automatically Print Child’s Bill
Immunizations
Single Billing Rate for system


v1.4 (4/2003)

 

Weekly/Daily/Hourly Billing
Staff Timesheets and Paysheets
Store Payments
Attendance Reports
Store Child Photo through Webcam
Contact/Child/Staff Profile Reports
Individual Billing Rates and systems for each child


v1.43 (5/2003)

 


Appointment System
Email System
Form Letter/Mail Merge System
Store Expenses (lunch, books, etc)
Store prior rates when rates are changed


v1.5 (6/2003)

 


PDA Synchronization
Backup System
Tuition Billing system improved to handle semester/annual tuition in a set number of payments

 

 


v1.61 (7/31/2003)

 

Tuition bill printing
Bulk tuition and bill printing for all children/staff
New billing options include monthly/weekly billing, prepaid hours, and fixed cost per period billing which can all be setup independently of each other.
Batch cumulative bill statements
TimeClock Module to let parents/staff sign themselves in/out (Optional)


v1.65 (9/01/2003)
(Contact Information screen same as v1.61)

USDA Meals Program support & reports
New fields include pickup persons and bus routes


v2.0 (11/15/2003)

 

Unlimited sign in/outs for children/staff
2 prepaid periods per day to handle children attending before and after school
Improved network support of form letters and images
Ability to store and display photos of 4 pickup persons
Reports to print out and add raw timesheet hours for children/staff


v2.1 (1/10/2004)
(Contact Information screen same as v2.0)

Improved daily attendance charts
Center expense tracking
Ability to insert center logo into bills, paysheets
Functionality to track copays for welfare/ccis


v2.15 (2/18/2004)

 

Aesthetic changes to simplify rate setup
Addition of Immunization Dates
More relevant icons
Functionality for bi-weekly billing
Ability to open childcare forms and manuals from within Childcare Sage without Microsoft Word
Evolutionary aesthetic changes


v2.2 (4/12/2004)

 

Threshold billing (FT/PT based on hours attended)
Prior balance added to childcare bills
Daily Billing option added for drop-off centers
Tuition charges added to Timesheet screen


v2.25 (5/17/2004)
(Contact Information screen same as v2.2)

Labeled parent photos + 4 other pickup persons with photo/address/home,work,cell,beeper #'s
Enhancements to timeclock to allow daily comments


v2.3 (7/16/2004)

 

Separate Copay balance tracking
4 password levels (view, change contact, accounting, system)
Detailed payments received reports


v2.35 (8/20/2004)
(Contact Information screen same as v2.3)

Post batch payments
Charge batch expenses for groups of children/staff
Track staff certifications
Print staff schedules
Attendance charts now include timesheet hours for center capacity and planning
Enhancements to center expense tracking including mileage and Time-Use % for home-based centers
Child emergency card including emergency contacts, doctor, dentist, and tracking for illnesses and conditions child is prone/allergies


v2.40 (10/01/2004)
(Contact Information screen same as v2.3)

Tabs added to setup, report screens
Invoice Bill (more traditional parent bill)
Immunizations Due Report
Improvements to automatic paid marking system to allow payment editing


v3.0 (11/15/2004)
(Contact Information screen same as v2.3)

Ability to store immunization history (4 shots for each immunization)
Full Audio/Video Tutorials
for the entire system
Customize childcare form names and files


v3.1 (2/15/2005)
(Contact Information screen same as v2.3)

CACFP Menu planning
Sibling Links
to let parents sign all of their children in/out at 1 time
Automatic Immunization scheduling
Batch Timesheets
Center Capacity and empty slot reports
Rate Wizard for step by step interactive set up of rates for each child/staff member


v3.2 (7/18/2005)

 

Sibling Links improved to combine balances
Improved tuition and copay balance tracking lets you enter any amount for copay/tuition payment
New Tab Layout and increased screen size for better improved information retrieval
Setup separate ID numbers for parents/pickup persons to track who picked the child up

 


v3.3 (11/20/2005)

 

Account Ledger view
Payee links to share timesheets for responsible parties on an account
Quick account balance
Expense menu to quickly add expenses to accounts
Faster account processing
More attendance reports that show attendance history counts
Batch tuition skip and timesheet copy functionality


v6.7 (08/15/2006)

 

New Billing Styles including part-time daily change and non-scheduled day daily charge
Batch Rates to store pre-defined rates for classes/groups and copy/change rates in batch
Batch Schedules to store pre-defined schedules for classes/groups and change/store schedules in batch
Current and Future Scheduling to store schedules for any date period and any class used for future scheduling and capacity
Batch Timesheet Enhancements mark off meals consumed when schedules are copied to the timesheets
Timeclock Batch Functions
to sign in/out selectable groups of children/staff
Timeclock Midnight Cycle
to automatically sign children out at 11:59pm and sign then back in at 12:00am for 24 hour centers
Plus much more...


v7.2 (02/14/2007)

 

Quickbooks Pro Integration shares data between the Childcare Sage and Quickbooks Pro
Discount Programs itemize all child discounts into their account for better accounting and simpler rate setup
Extra Classes automatically charge child accounts for additional paid classes (art class, swim class, etc)

Additional Account Summary Report for year end taxes
10 Searchable User Defined Fields

Meal Production Report calculates amount of food to purchase based on menus and children

New Billing Style for drop-off centers to charge different amounts based on how many siblings are at the center at the same time
Plus much more...


v7.8 (9/04/2007)
(Contact Information screen same as v7.2)

ACH and Credit Card Payment Processing through ReliaFund
Family level view shows all sibling and payee links for a family on 1 screen
Fingerprint Scanning for Timeclock (optional) lets staff, children, parents, and pickup persons sign in/out using their fingerprint to increase security and accuracy
Barcode expense charging lets drop off centers scan items into accounts, instead of manually entering them 1 at a time
Enhancements to Scheduling and Reporting include schedule exclusion list to enter changes to a fixed schedule instead of changing the schedule and new attendance reports
New billing styles include an additional step for threshold billing
New account rate history builder easily rebuilds a tuition based account regardless of rate change history


v8.4 (5/14/2008)
(Contact Information screen same as v7.2)

Vacation/sick leave/time-off system for children and staff
Contact Journal with daily log and center event planner and tracker
Hour Type tracking and billing for Stay and Play, Lunch Bunch, etc.
Searchable User Defined Fields for children and staff, 40 fields for each contact type including 10 date, 10 number, 10 checkbox and 10 text fields
Drop Off Center Coupons user selectable coupons with $ off, % off, buy x hours, get y free, apply to selectable siblings, etc
Extra Classes with ability to assign classes to child accounts for selectable time periods and automatically charge
Discount Programs that credit tuition charges back to the account for association, scholarship, sibling discounting, etc


v9.1 (1/29/2009)
(Contact Information screen similar to v7.2)

Child Journal with daily log and event planner and tracker
Redesigned Rate System allows unlimited rates per account each with start and end dates, charge labels, discounts, and selectable days and hours that the rates apply
Redesigned Batch Screens make batch payments and timesheet entry much faster
Expansion of User Fields to 12 of each type for each contact type
Redesigned Cumulative Bill with itemized charges
Redesigned Ledger with itemized charges, expenses, and payments
Improved System Speed for account balances, bills, and reports (10x faster)


v9.8 (9/22/2009)

Class Activities Planner
Global Rate Discounts such as sibling, employee, membership, etc, that follow the child and apply to any selected rates
Redesigned Drop Off Billing System allows unlimited drop off rates and discounts for siblings at the center at the same time
Drop Off Scheduling System allows separate ad-hoc scheduling by time and class
Redesigned EFT Integration allows multiple eft accounts per family and the ability to switch accounts being charged
Early/Late Payment System
Waitlist Aging Report shows open class slots for waitlist children based on the current age
New Timeclock Link simplifies non-networked timeclocks and allows multiple non-networked timeclock timesheets to be combined


v10.4 (5/12/2010)

Contact Selector on child screen
Improved Income Forecasting Tool allows forecasting of income for any date period by day/week/month/year
State Paid Absences billing rate style allows the system to automatically calculate state reimbursements for paid absences
Improved Child and Center List Reports
Complete Payroll Tax Withholding and Check Printing that allows user tax table updating, and supports most elective deductions including 401k, Health Insurance, etc
Child Quick Bill charges individual family accounts directly

 

B & I Computer Consultants, Inc.
Rockville, Maryland
(301) 537-4754