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How do I add a workspace?

Create a workspace for each location where you will use Enter Payments to receive payments.

Adding a workspace

1. Open Connect Cash Receipting > Organization > Workspaces.

2. Click New (CTRL+N).

3. Click to select the field titled Workspace.

4. Enter the name of the workspace.

5. Click to select the field titled Receipt Group.

6. Assign a number (1-9) to the workspace.

Cash Receipting will use the Receipt Group number as the first number on the receipts that are created at this workspace.

7. Use the Default Category menu to select the category for the payments the workspace will receive the most.

8. Use the Default Payment Type menu to select the payment type the workspace will receive the most.

9. Click Save (CTRL+S).

The workspace is saved.

 

 

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