How do I allow new receipts? (Categories)
Use this option to allow a user to use a category to create new receipts. If you do not want a user to use this category to create a new receipt, turn off this option. Connect will keep the category but the category won't show up as an item in the Category drop-down list.
Example
This is the Category drop-down list when the 01 Utilities category is set up to allow new receipts...
Enter Payments - Category drop-down list
This is how the Category drop-down list looks when the Utilities category does not allow new receipts...
Enter Payments - Category drop-down list
The category is removed from the Category drop-down list so users can't select it.
Allowing a user to assign new receipts to a category
1. Open Connect Cash Receipting > Organization > Categories.
2. Look up a category.
3. Click to select the checkbox titled Allow New Receipts.
Categories - Allow New Receipts checkbox
4. Click Save (CTRL+S).
The category is set up to allow new receipts.
Stopping a user from assigning new receipts to a category
1. Open Connect Cash Receipting > Organization > Categories.
2. Look up a category.
3. Remove the checkmark from the checkbox titled Allow New Receipts.
4. Click Save (CTRL+S).
The category will not allow a user to use the category to create new receipts.
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