How do I add a distribution to a category?
Add subcategories, called distributions, to a category. Distributions make it easier to track and itemize payments.
The distribution code is a unique number that is assigned to a distribution. Usually, the first digit in a distribution code represents the category code which the distribution belongs to. For example, you set up a category for taxes and the category code is 6. When you set up a distribution that belongs to the category titled Taxes, the first digit in the distribution code would be the number 6, or in this case, 601 to show that this distribution belongs to the category titled 6 Taxes.
Webinar: Setting up a distribution code
Adding a distribution to a category
1. Open Connect Cash Receipting > Organization > Category.
2. Use the Lookup bar to enter a category code. Press Enter.
If you're setting up a new category, skip this step.
3. Click to select the Distributions tab.
Distributions tab
4. Click to select the button titled Add a New Distribution.
Add a new distribution button
5. Fill in the distribution details.
6. Click Save (CTRL+S).
The distribution is added to the category.
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