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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