Workspace Overview
The Connect workspace includes menus, panes, toolbars, tabs, subtabs, grids, and lists. The Connect interface allows you to work on multiple routines and reports at the same time.
Related Articles
How do I change the default workspace?
The Front Counter and Office are examples of a workspace. You can identify the workspace where a receipt was created by the first number in the receipt number. When you import a payment that is not assigned to a workspace, the system will use the ...How do I change the workspace?
Change the selection criteria to search for errors by workspace. Changing workspace will limit the receipts being searched for errors to the receipts created by a specific workspace. Changing the workspace 1. Open Connect Cash Receipting > ...How do I add a workspace?
Create a workspace for each location where you will use Enter Payments to receive payments. Adding a workspace 1. Open Connect Cash Receipting > Organization > Workspaces. 2. Click New (CTRL+N). 3. Click to select the field titled Workspace. 4. Enter ...How do I delete a workspace?
Follow these instructions to delete a workspace from Connect. If the workspace has been used to create receipts, you will not be able to delete it. You can change the workspace settings to stop users from using it to create new receipts, see the help ...Can I lock a workspace over the weekend?
Can I lock a workspace over the weekend? Cash Receipting can stop users from logging in to a workspace on Saturday and Sunday. Locking a workspace over the weekend 1. Open Connect Cash Receipting > Organization > Workspaces. 2. Look up the workspace ...