Use this option to allow a user to use a workspace to create new receipts. If you do not want users to use this workspace to create new receipts or assign imported receipts to the workspace, turn off this option. Connect will keep the workspace but the workspace won't show up as an item in the Workspace drop-down list.

Example

This is how the Workspace drop-down list looks when the Office workspace allows new receipts...

Enter Payments Options - Workspace drop-down list

This is how the Workspace drop-down list will look like when the Office workspace does not allow new receipts...

Enter Payments Options - Workspace drop-down list

The workspace is removed from the Workspace drop-down list so users can't select it.

Allowing a user to use a workspace to create new receipts

1. Open Connect Cash Receipting > Organization > Workspaces.

2. Look up a workspace.

3. Click to select the Workspaces tab.

4. Click to select the checkbox titled Allow New Receipts.

Workspaces - Allow New Receipts checkbox

5. Click Save (CTRL+S).

The workspace is set up to allow new receipts.

Stopping a user from using a workspace to create new receipts

1. Open Connect Cash Receipting > Organization > Workspaces.

2. Look up a workspace.

3. Click to select the Workspaces tab.

4. Remove the checkmark from the Allow New Receipts checkbox.

5. Click Save (CTRL+S).

The workspace will not allow a user to use the workspace to create new receipts.

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