How do I add a distribution for cemetery payments?
After a category for Cemetery Management is set up, go to the Distributions tab in the category (Organization > Categories) to add distribution types. For example, you could add distributions for Cemetery Lot Sales, Grave Open/Close Fees, and so on.
Distributions for the Cemetery category in Cash Receipting
This is where the distributions will be displayed in the Enter Payments entry screen.
Enter Payments entry screen showing the distributions for Cemetery Management
1. Open Connect Cash Receipting > Organization > Category.
2. Use the Look Up field to enter the Cemetery category code. Press Enter.
To learn how to add a category for Cemetery Management, see the help topic titled How do I a category to collect cemetery payments?
3. Click to select the Distributions tab.
Distributions tab
4. Click Add a New Distribution.
Add a New Distribution button
The a blank distribution form displays on the screen.
Distribution properties
5. Set up the distribution properties.
Remember to use the category code assigned to the Cemetery category as the first digit in the distribution code.
GL activity and prompt for GL activity
Job number and prompt for job number
Assess convenience fee and subject to flat fee
Deposit service (Only available on distributions for Utility Management.)
6. Click Save (CTRL+S).
The distribution is set up and saved.
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How do I add a distribution for cemetery payments?
After a category for Cemetery Management is set up, go to the Distributions tab in the category (Organization > Categories) to add distribution types. For example, you could add distributions for Cemetery Lot Sales, Grave Open/Close Fees, and so on. ...How do I add a distribution for cemetery payments?
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If a category interfaces with the Caselle Cemetery Management program, you will be able to display balances from the Cemetery application in Enter Payments. These balances include the purchase balance, perpetual care amount, or perpetual care balance ...