Recent updates
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How to Run Reports on Profiles
Updated onArticleYou can use the VSI – Profiles Link Report to check where profiles are attached. This report helps verify what a Parks and Recreation employee's RecTrac (PARKS DIRECT) user interface should look like and what their permissions are.
PARKS DIRECT User Manuals Reporting Other Reports
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How to Run Coupon Redemption Report
Updated onArticleOnce you are signed into PARKS DIRECT:
1. Click the Menu Button.
2. In the search bar type "Report Output"
3. In the search results Select "Report Output Listing".
PARKS DIRECT User Manuals Reporting Other Reports
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POS Inventory Count Sheet
Updated onArticleThis report will show you what items you currently have entered into PARKS DIRECT with a blank field to enter Quantity on Hand.
Below you can see an example output that this report will provide.
PARKS DIRECT User Manuals Reporting Other Reports
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Online Reservation Check-In Report
Updated onArticleRun this report or schedule it daily to obtain a check-in roster for all customers who have reserved space at your facility.
PARKS DIRECT User Manuals Reporting Facility Reports
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Configuring Section Email Notifications (Waitlist, Full, etc.)
Updated onArticleWhile you are able to run reports in PARKS DIRECT to examine activity section rosters, that isn't the most efficient way to manage your filled sections. This article demonstrates how to set up instant notifications when a space becomes available in a full activity section.
PARKS DIRECT User Manuals Reporting Activity Reports
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Household Trial Balance Report
Updated onArticleThe Household Trial Balance Report will generate a list of clients that currently owe balances dependent on the criteria you specify. This report will be a great resource for determining which clients still have outstanding balances for things like activity sections with scheduled payments. Finding accounts with past-due payments can be done with a few simple steps.
PARKS DIRECT User Manuals Reporting Financial Reports
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RecTrac (PARKS DIRECT) Bank Deposit Report
Updated onArticleAll RecTrac (PARKS DIRECT) facilities are required to make a deposit of all physical funds (cash, checks, money orders, traveler's checks) at least once per week, with the deposit period running from every Friday until the following Thursday. Facilities must also make a deposit the next business day any time they exceed $1,000 in physical funds in their safe/dropbox.
For each deposit period (F-Th), the facility should run a RecTrac (PARKS DIRECT) deposit report and submit that report along with all corresponding deposit slips (a copy of each deposit slip if multiple deposits were made during that period) to the Help Desk. This report and attached deposit slips should be submitted via the Online Deposit System or by delivering the documents to the Help Desk in person, and must be submitted by the Wednesday following the deposit period.
PARKS DIRECT User Manuals Reporting Financial Reports
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Canceling a Pool Reservation
Updated onArticleWhen the pool must close unexpectedly, refunds will be given as credit to the account of every household that had a reservation.
PARKS DIRECT User Manuals Global Sales Purchase History
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End of shift closeout - manager on duty (MOD)/facility manager
Updated onArticleAfter you complete a shift in PARKS DIRECT, you are required to close and count your batch, the total monies collected under your name during a shift. The closeout and count process ensures that the money you collected matches the amount in PARKS DIRECT.
Go to this article for more information on batches.
PARKS DIRECT User Manuals Global Sales End of Shift
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Making a Credit Card Payment - Customers Point of View
Updated onArticleHere are the basic steps that customer would take when making a payment at your facility.
The most important thing is to make sure that your credit card terminal says Welcome on the display. This is how we ensure that the device has properly connected to PARKS DIRECT.
PARKS DIRECT User Manuals Global Sales Payment