RTO List View – Quick Actions

RTO’s – List View – Quick Actions

There are 10 Quick Actions options for the RTOs Module.

Merge Records

If a Show Company has more than one record for the same entry, they may Merge them. NOTE***This action cannot be reversed, so it should be used carefully.

First, lookup the records that are for the entry, and CLICK ONCE on the one that you want all records to be merged into. It will show highlighted in blue.

Next, go to the wheel on the list view screen and select “Merge Records”

A Warning will appear to ensure that the user is aware the action cannot be reversed. Once you click OK the merge will be complete.

Verify Selection for Suspension

Make People Demo People

Clear Organization Dates

Export Emails

Getting emails out of the system is easy. Just go to your RTO list. On the wheel, there is an option to export emails. It will give you emails for all the RTOS in the list in a file that you can paste into excel easily. This also includes address and phone number.

Update RTO Accounts

Payment Batches

To read about how Payment Batches work, click here.

Setting Up Export to Quickbooks

Before you can actually export your checks to Quickbooks, a few preferences have to be set.

Go to: File > Administration > Edit System Preferences > Additional > Account Settings

Bank Account – This has to be the exact name of the checking account used to write prize money checks. If in Quickbooks your account is called “Bank of America Checking 1234” then you would enter exactly that name.
Prize Money Account– This is the expense account in Quickbooks that is used for your Prize Money. Again type this name exactly.
Refund Account– This is the account used to log any refunds for overpayments. This might be the income account you use for show sales or another account that is used to track refunds. Again the name must be entered exactly.