Version: Connect 2022.02

Summary: Learn how to set up Connect Cash Receipting and complete the steps checklist. [MP4]

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1m01s, What is cash receipting?

 2m00s, Enter payments

10m55s, Organization overview

11m08s, Banks

11m56s, Payment types

15m37s, Categories and distributions

23m28s, Workspaces

29m23s, Users

31m02s, Organization

31m16s, Keeping payment detail

32m06s, Passwords

32m46s, Steps Checklist

33m47s, Entering payments, 2

1h05m44s, At cutoff time

1h06m43s, Print reports and balance

1h14m03s, Close prior payment date

1h14m46s, Run Checkout

1h18m02s, Update payments

1h20m36s, Check UM update totals

1h21m11s, Update General Ledger

1h22m37s, Check GL update totals

1h23m23s, End of Month

1h23m54s, Print unupdated payments and unposted GL reports

1h25m26s, Delete payment detail