At this time, the MyRec.com system does not have a report that directly relates to QuickBooks. Our recommendation is to pull the Budget Group Income Summary report, export to a spreadsheet, and see if those fields can be manipulated to align with the specific Quickbooks format. If you have other questions about this report, or need help, please cont...

How to Lock New Households or Members If you want to manually approve every new household and/or member that creates an account on the public side, you can do so within your site settings. Navigate to the management side. On the left-hand navigation, click Administration > Settings. Click the Account Settings tab. Scroll down to the section title...

MyRec.com provides design services for the following: Public Design: Consists of a custom banner, receipt/email banner, and background image, all professionally designed using the department’s specifications/requests; and a matching color set to display on the public site. Any reference to Public Design in this document refers to this collection of ...

In the MyRec.com system, membership cards (digital and physical) are tied to the individual. When you assign a membership card, the ID number from the barcode is saved. This means that if someone purchased a pool pass and received a membership card, that same card can be used for any other membership purchased by that individual. On the flip side, o...

What is PCI Compliance? Payment card industry (PCI) compliance is mandated by credit card companies to help ensure the security of credit card transactions in the payments industry. Who needs it? Any business that transmits, stores, handles, or accepts credit card data, regardless of size or processing volume, must comply with the PCI DSS Standards....

The MyRec.com system prioritizes keeping all historical data. For this reason, accounts and account members can't be deleted. However, you can effectively "delete" an account or member by setting its status to Inactive (or Deceased, depending on the situation). To make an account inactive: Use the Account Search bar to search for the account name. C...

The MyRec.com software requires an alt tag or caption to be added to every image you upload to your site. This is necessary to maintain WCAG / ADA compliance and to make your site more usable for everyone. This article will cover what information needs to be included in an image caption. Adding or Editing a Photo Pool Caption If you would like to ed...

Deleting a Program You will see an option to Delete this Program near the top of the screen when viewing a program. If you click this option and nothing happens, your program has activities within it and cannot be deleted.  In order to delete the program, the activities must be deleted first. However, If the activities already have registrations (ev...

Clicking the view/edit link next to an invoice will bring you to the invoice details screen. A record of any transactions that have occurred on the invoice will appear in this area. Cancellation Invoice - If a yellow bar appears on this invoice, that indicates that this particular item has been canceled. The yellow area shows that information and li...

These features can be used to add additional information and important notices on your public site. Announcements An announcement shows on the home page below the quick icons and above the home page photos. To add a Home Page Announcement: In the left-hand navigation, open the Home Page menu Click Announcements Click Add New Announcement in the top ...

The Quick Utilities menu gives you fast access to commonly used areas of the system. Drop-in / Cash Drops Drop-in / Cash Drops This link is used when money is collected for an activity in quantity rather than... This link is used when money is collected for an activity in quantity rather than individually and can be applied to the activity in one ac...

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The Needs Attention menu should be one of the first things you check when logging into the system. This area contains quick links to important items that should be resolved as soon as possible. Click through the sections below for more information on each item. Pre-Registration Forms The Pre- Registration  Forms link under the Needs Attention Menu o...

Under the Administration tab is the Settings link. Here, settings that affect the site are created or modified. Some settings are not available for departments to change. Change requests can be submitted to MyRec.com staff for execution.  Department Info Settings Department Information Settings The Department Information settings will have been setu...