All of the Normal / Standard Processing Steps displayed below may, or may not, appear on your organization's task bar, and/or additional tasks not displayed below may appear. Differences between your task bar and the items displayed would be due to one or more of the following:
- Type of Organization (for example, school versus government)
- Modules / Features purchased (for example, Self Serve modules)
- Generic Setup Variables
- Customization
Please contact RDA support regarding specific questions related to your organization.
| Process | Action | Reference | ||
|---|---|---|---|---|
| Receipts Tab | ||||
| Financial Management: Normal / Standard Processing Tasks - Receipts (Standard) | ||||
| 1 |
| Required | How do I create a financial receipt? | |
| 2 |
| Required | How do I verify a receipt I've created? | |
| 3 |
| Required - If Creating Recurring Receipts | How do I apply an existing recurring receipt? | |
| 4 |
| Required - If Recurring Receipts have been Created | How do I verify a recurring receipt I've created? | |
| 5 |
| Required | How do I update a receipt to the Bank Reconciliation module? | |
| 6 |
| Required | How do I distribute a receipt? | |
| 7 |
| Required - visibility determined in user security profile | How do I post a receipt? | |
| Process | Action | Reference | ||
|---|---|---|---|---|
| Receipts Tab | ||||
| Financial Management: Normal / Standard Processing Tasks - Receipts (Combination) | ||||
| 1 |
| Required | How do I apply an existing recurring receipt? | |
| 2 |
| Required | How do I create a financial receipt? | |
| 3 |
| Required | How do I verify, update and distribute a receipt all at once? | |
| 4 |
| Required - visibility determined in user security profile | How do I post a receipt? | |
