RecTrac 10.1 Reference Guide

RecTrac 10.1 Reference Guide
Restoring Paymentech Batch Files
Run the Paymentech Batch Restore program (Utilities � System � Paymentech Batch Restore).
Press F1 for field-level Help as needed.
Converting Family Member User Codes to Military Codes
Run the F/M User Code to Military Code Conversion program (Utilities � System � Conversion
Utilities � F/M User Code to Military Code Conversion). Press F1 for field-level Help as needed.
Deleting WebTrac Master Records
Run the WebTrac Master Record Purge program (Period End � System � Period End Purges �
WebTrac Master Record Purge). Press F1 for field-level Help as needed.
Changing the Start/Expiration Date on Installment, ACH
Checking/Savings, and/or ACH Credit Card Bills
Run the Installment Billing Date Change Utility program (Utilities � System � Installment
Billing/ACH Utilities � Installment Billing Date Change Utility). Press F1 for field-level Help as
needed.
Assigning Permissions in Bulk
Run the Bulk Permissions Assign program (Utilities � System � Bulk Permissions Assign). Press
F1 for field-level Help as needed.
Converting a Pay Code to a New Code
Run the Installment Pay Code Conversion program (Utilities � System � Conversion Utilities �
Pay Code Conversion). Press F1 for field-level Help as needed.
Converting a Check Transaction File Into an ACH Format File
Run the Check Processing ACH File Creation program (Period End � System � Check
Processing ACH File Creation). Press F1 for field-level Help as needed.
Deleting Answers Linked to Questions
Run the Question Answer Purge program (Period End � System � Period End Purges �
Question Answer Purge). Press F1 for field-level Help as needed.
Splitting Sales Tax
This feature is no longer needed as a new Tax Table exists that allows users to link up to five (5)
separate tax rates per Tax Code.
To establish or modify a Tax Table Record:
1 Go to Files � System � Financial Codes Maintenance � Tax Tables Maintenance
2 Select a Tax Table Record or click ‘Add’ to create a new Record
3 Enter a tax rate in the Tax 1 field. You may add up to four (4) additional tax rates per Tax Table Record.
4 Enter a G/L Code for each tax rate
Vermont Systems, Inc. 441 06/09/08