Cash Receipting Interface
If you are using Caselle Cash Receipting to receive Court Management payments, follow these instructions to set up the a category code and distribution for Court Management in the Cash Receipting application.
Set up a category and distribution code
You need a category code and distribution code to use Cash Receipting to receive payments for Court Management.
Do this...
1. Open Connect Cash Receipting > Organization > Categories.
2. Is a category set up for Court Management?
Yes, a category is set up for Court Management. Use the Lookup bar to enter the category code. Press Enter to display the category properties.
No, a category is not set up for Court Management. Click New (CTRL+N) to set up a new category code. Fill in the category properties.
Yes, use the Offense total as the beginning balance. On the Court Management tab, click to select Print Offense Total as Beginning Balance on Receipts.
No, use the Previous balance or New Current balance as the beginning balance. On the Court Management tab, click to deselect Print Offense Total as Beginning Balance on Receipts. Use Court Management to choose which balance will print on receipts.
Yes, print the grand total on the receipt. On the Court Management tab, click to select Print Defendant's Grand Total On Receipts.
No, do not print the grand total on the receipt. On the Court Management tab, click to deselect Print Defendant's Grand Total On Receipts.
Note: The Payment Code field is available when the Court interface is selected.5. Next, use the options on the Distributions tab to add the Court distributions. The application requires at least one distribution.
6. Click Save (CTRL+S).
The category is saved.
Update payments to Court Management
To update payments from Cash Receipting to Court Management, run Update Payments in Cash Receipting. Usually, updating payments to an interfaced application is included on the application's daily checklist.
Do this...
1. Open Connect Cash Receipting > Payments > Update Payments.
For instructions on how to update payments, see the help topic titled Update Payments.
2. Fill in the options on the form.
3. Click GO (CTRL+G).
The payments have been updated.
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