How do I add a distribution for cemetery payments?
This is where the distributions will be displayed in the Enter Payments entry screen.
1. Open Connect Cash Receipting > Organization > Category.
2. Use the Look Up field to enter the Cemetery category code. Press Enter.
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.
Distribution code (Remember to use the category code assigned to the Cemetery category as the first digit in the distribution code.)
GL account
Summarize on GL update
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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