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