RecTrac 10.1 Reference Guide

Reference Guide RecTrac 10.1
14 Select who can use WebTrac by module: Residents only, Non-Residents only, Both residents and nonresidents,
or None (no one can use WebTrac).
15 Click Process to apply all the settings that you have chosen to the ranges of items you selected.
16 Click Exit to return to the Main Menu.
Making Bulk Changes to Installment Bill/ACH/CC Fields
The Installment Bill/ACH/CC Bulk Field Change program allows you to make bulk changes to
installment bills and credit card/ACH files. You can change the last billed date, change the
expiration date, and/or change the fee charged for the bill code(s) you specify.
1 Go to Utilities � System � Installment Billing/ACH Utilities � Installment Bill/ACH/CC Bulk Field Change.
2 Select the toggles for the installment bills, ACH files, and credit card files you want to change.
3 Enter an activity, pass, rental, and/or locker room ranges, if applicable.
4 Select the Change From Billed To Unbilled option to change the status of the selected bills. Then, enter the
date of the bills you want to change in the For This Date field.
5 Select the Change Expiration Date option to change the expiration date for the selected installment/credit
card/ACH bills.
6 In the Current Expire Date field, enter the last expiration date that is entered in your RecTrac database.
7 In the New Expire Date field, enter or select the date that you wish to use as the expiration date.
8 Click More>> to continue to the Installment Bill/ACH/CC Bulk Field Change - Details screen.
OR
Click Process to make the specified changes.
9 On the Details screen, select the Change Bill Fee option to change the bill fee charged for the selected
installment/credit card/ACH bills.
10 Enter the bill code you want to change. The bill code type for the code selected in the Billcode field will appear in
the Type field. You will not visit this field.
11 In the New Bill Fee field, enter the fee that you wish to use for the selected bill code.
12 Select the Change Fee If Current Fee For Billcode Is Zero option to make the fee change no matter what the
current bill code fee is, including if the fee is $0. De-select this option to make the fee change only if the current
bill code fee is greater than $0.
13 Click Process to make the specified changes.
14 Click