How do I add a category?
Here is a list of categories that are commonly set up in Cash Receipting: Cemetery, Court, Improvements, Licenses, Permits, Miscellaneous, Recreation, Tax Revenue, and Utility Payments.
Webinar: Setting up category options
This webinar will show you examples of how to set up different categories, how to set up distributions, and how categories and distributions work together when you enter payments.
Adding a category
1. Open Connect Cash Receipting > Organization > Category.
2. Click New (CTRL+N).
3. Set up the following options.
Click on the link to view additional instructions about filling in each field.
Priority (display order)Property tax typeAppend to payment descriptionDatabase information
4. Click Save (CTRL+S).
The category is saved.
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