A report process has been created to facilitate changing journal identifications for recurring receipts in mass. The To Journal ID must exist in Receipt Journal IDs for records to select. A report is provided for review before flags are set to update the database (which will cause the original records to be marked for deletion and new records to create with the new journal ID). Use of categorical receipt journal identifications facilitates querying and reporting. This new process is accessed via Setup, Recurring Receipt Setup.
RDA Family Spotlight: Leah Hollingshead Customer Care Specialist
Discover how Leah Hollingshead, Customer Care Specialist at RDA Systems, supports clients and her personal journey within the company.
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