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.
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.
GL activity and Allow GL activity to be modified
Job number and prompt for job number
6. Click Save (CTRL+S).
The distribution is added to the category.
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