Kelli Catts
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Votes on activity by Kelli Catts-
Perform a Month-End Close
At the end of every month, you should close the fiscal period. This ensures that all of your batches in a given month are accurate and accounted for while reconciling with your preferred Financial ...
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Creating and Managing Tasks
Your association’s staff often needs to follow up with individuals or organizations. Whether it be email outreach, approving a membership application, or following up with a potential sponsor. To m...
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Release Notes 09-01-2023 to 09-30-2023
Platform 🛠 FIXES We fixed the ability to use Google Maps to complete an address in an address field. Contacts + Organizations 🛠 FIXES Custom error messages in forms were not appearing as confi...
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Release Notes from 05-01-2023 to 05-31-2023
Platform 🛠 FIXES Committees were unavailable as a service in the data dictionary – but they are now. Finance + Billing 💡 New Subledger entries are automatically created whenever you post a ba...
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Release Notes from 04-01-2023 to 04-30-2023
Platform 🛠 FIXES Some console users were receiving an Access Denied prompt for a short moment when transitioning between apps in Rhythm. Don’t worry, we fixed it. When two or more browser tabs w...
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Release Notes from 03-01-2023 to 03-31-2023
Platform 🛠 FIXES Certain dropdown menus throughout the system were appearing with transparent backgrounds making the options illegible. You know what they say about menus - they’re most helpful wh...
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Release Notes 02-01-2023 to 02-28-2023
Platform 🛠 FIXES Overview badges were not displaying properly on contact 360 pages throughout some parts of the platform. This is now working. Contacts + Organizations 🛠 FIXES When attempting ...
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Configure Publicly Payable Invoice Settings
Publicly payable invoices allow people to easily make a payment on an invoice without logging into the portal, in one simple step. Public payment links are a great option when representatives need ...
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Create a Recurring Membership Billing Run
To simplify membership renewals and billing, Rhythm offers the ability to automate this process with recurring billing runs. Using a recurring billing run is a great option when: You want to autom...
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Create a Membership Billing Run from Scratch
When creating a Billing Run in Rhythm, you have the option to select one of your preconfigured templates (you create these yourself based on common billing run actions you perform often) or you can...