Page Comparison

Anchor
Download Download

Download, Installation, and Setup

1. Login to the Customer Portal and select Download Software from the Common Links section.
2. Locate and click on the Newton folder to open it.
   Image Added
3. Locate the Plugins folder and click to open.
   Image Modified

1. Choose your

1. State or District plugin

1. and click on it to download.
2. Login to Newton.
3. Locate and click on the Administration and 

1. Maintenance tab and select Advanced Setup. Then, click External Plugins.

1. In the External Plugins window, click the Add button. 

   Note
   If you have an older plugin loaded, you may see "Error" as the status. This is due to the plugin and version of Newton not being compatible with one another.

   Image Modified

1. Locate and click on the correct XXXX_Upgrade_x_x_x_x.zip file. Then, select Open.
   Image Modified

2. The Install Pluginwindow will appear notifying you of the plugin version you are about to install. Click OK to install the plugin.

   Note
   You will receive a message stating the plugin is not compatible if the plugin you selected does not match your version of Newton.

1. Image Added
   

1. Image Added

1. You will see the plugin in

1. the External Plugin window. Notice the status is "Not loaded." Click Close.
   

1. Image Added
   Image Added
2. You must close and restart Newton to apply the plugin.
   Image Added
   

1. Image Added

1. Once you have logged back into Newton, locate and click the Administration and Maintenance tab. Then, select System Settings.

1. Click on the 

1. Misc Values tab. Use the drop-down arrow under "Claims" to select to select your state's claim format. Then, click Ok.
   Image Added
   Image Added

2. Locate and click on the Administration and Maintenance and select Cafeteria Setup. Then, click Cafeterias.

   Info
   Complete Steps 14 - 18 if you export your claims to your State.

3. Select a cafeteria and click Edit.

   Image Added

4. Click the Schools tab and enter the State Code if it does not already exist. Then, click Ok.

   Note
   If you do not know the State Code, you can locate the information in WinFSCA.

   Image Added

1. Repeat the

1. Steps 14 and 15 for each cafeteria.
2. After you have entered all Sate Codes, click Close in the Cafeteria Maintenance window.
   Image Added

Return to Top

Anchor
Run Report Run Report

 Run Report(s)

1. Complete the process for claims as noted in Reimbursement Claims - Creating a Claim.

1. Locate and click the Reports and Letters tab and select Claims for Reimbursement. Then, click on Claim.

1. User the drop-down arrow to select a Claim Period. Then, click Ok.

1. Depending on your District/State regulations, various claim reports may be available. Select the type of claim you wish to view. Then, click Ok.

1. Image Added

Return to Top

Anchor
Export Claim Export Claim

Export Report(s)

1. Locate and click the Administration and Maintenance tab and select Advanced Setup. Then, click on Exports.
2. In the Setup Exports screen, click the Add button.
   Image Added
3. Select the Claim Export. Then, click Ok.
   Image Added
4. In the Configure Export window, enter a description name for the export. Then, click the Setup button.
   Image Added
5. In the Configure Claim Export window, complete the configurations according to your District/State regulations. Then, click Ok.
   Image Added
6. In the Configure Export window, click Ok.
   Image Added
7. In the Setup Exports window, click the Close button.
   Image Added
8. When you are ready to export the claim, locate and click the Utilities tab and select Export Data.
9. Select the Claim Export and click Run.
   Image Added

Return to Top