New Year Setups

Assigning New Account Codes to Next Year's Class Configurations
Summary: 1) push Norma's new account codes into Breeze 2) index 3) Change Account Code to Delinquent Taxes on Accounting Setups for the current year ...
Tue, 28 Jun, 2022 at 10:32 AM
Setting Up New Exemptions
You must create 1 Exemption Configuration for each Class that you would like to use the new Exemption for. go to the Configuration Dashboard click Exem...
Mon, 24 Jul, 2023 at 2:15 PM
Update Taxable Values
For PPS: https://charlotte-revmgt.secure.openrda.net/revmgt/constituentbillable/updatetaxablevalues/1/2023 For PPD: https://charlotte-revmgt.secure.op...
Thu, 21 Sep, 2023 at 10:43 AM
Send/Update Account Codes, Banks, Funds, from OpenRDA to Revenue Management
You'll want to run this process anytime you change an account code or add a new account code in OpenRDA that you plan to use in Revenue Management. ...
Wed, 3 Apr, 2024 at 8:51 AM
Schedule Interest Jobs for New Statements
A Job will need to be set up for each module (Personal Property Summary, Real Estate, etc) that you want monthly Interest to start running for after Stateme...
Fri, 10 Jan, 2025 at 9:57 AM