Becca Drake
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Articles
Recent activity by Becca Drake-
Configure Instructor Roster View & Participant Information
This article will show you how to configure viewing options for Instructor Management. Instructor Management allows organizations to manage instructor lists and pay rates and allows instructors t...
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Accrual Accounting
Accrual Accounting is a method of accounting that defers or holds revenue until service is delivered. For example, if a patron pays in March for a class that occurs in May, the revenue is placed in...
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Add Local Resident Criteria
This article will show you how to add Local Resident Criteria. Important Note Do not use this feature if you have an ArcGIS Integration. Instructions Navigate to the Configuration tab, se...
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Account Actions Overview
Account actions are very useful tools found on every user account to help perform actions within their account. Catalog: Make a purchase on behalf of an account member Waiting List Status:...
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Decrease Existing Inventory for Point of Sale Items
This article will show you how to change the quantity of an Inventory Entry. Adjusting inventory might be used if an item was damaged, expired, or went missing. Recreation Management does not suppo...
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Track Inventory History
This article will show you how to track inventory history. Instructions Navigate to POS Items Navigate to the Inventory Log tab Note: The Inventory Log tab provides a history of all you...
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Create a Payment Type
This article will show you how to create a Payment Type. Important Note CivicRec comes pre-configured with the basic payment types of Cash, Check, Credit/Debit, and User Credit. Organizations...
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Submit a Feature Request
You can submit your own, browse through others, and vote on feature requests right from the Help Center. This article will show you how to submit a feature request. Important Note To submit ...
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Browser Support
This article will provide internet browser recommendations for your CivicRec system. Recommendation CivicPlus officially cites Google Chrome as the recommended browser that works most effectively...
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Transaction Summary
The Transaction Summary Report will show you an overview of transactions in a selected time period. Instructions Navigate to the Reports tab Navigate to Transaction Reports > Transaction Summ...