Revmgt Q&A
How do I research history for a Constituent?
Constituent
Table View
Filter to find constituent
select, right-click
Go to Constituent Master
(of you can use the Global Search magnifying glass at the top of the Revmgt screen!)
Here in the lower area you can go to Billables, look at Transactions (which includes Charges, Payments, etc.), Receipts, Statements, Addresses, etc.!
How do I research history for a Cash Drawer Batch?
Transactions Dashboard
Cash Drawer Batches
Filter and find Cash Drawer Batch
Select, right-click
View Cash Drawer Batch
Here you will find processing details and all the Receipts that were in the Cash Drawer Batch
Best Practices for Creating Development Tasks (Revmgt) - RDA Revenue?
Required components for submitting a task ("ToDo") to development:
-site name where the troubleshooting took place (if this is an enhancement, specify the particular state(s) this change should be made for, or if the change can be made for all states)
-list the buttons clicked and data entered into each field from start to finish until you receive the incorrect/actual results (if this is an enhancement, include keystrokes from the home screen to the screen of the desired new process/report/button)
-include screenshots of the important steps, highlight/circle items within the screenshot
-describe the desired results
Example 1:
test1
go to Cashier Closeout TV
select any record
right-click
Edit CashDrawerBatch
Screenshots
Example 2:
go to Transactions Dashboard
CashDrawerbatches
select any record
right-click
Edit
you'll be able to edit the batch
Screenshots
-we need this same functionality on the Cash Drawer Closeout TV Edit pop-up