How_do_I_assign_imported_payments_to_a_user_

How do I assign imported payments to a user?

A user is the person that is responsible for recording the imported payment. When you import a payment that is not assigned to a user, Cash Receipting will use the value in the User field to fill in the blank field.

 

Assigning imported payments to a user

1. Open Connect Cash Receipting > Payments > Import Payments.

2. Use the User menu to select a different user.

Cash Receipting assigns the default user to the imported payments.

 

Adding a new user

See the help topic titled How do I add a user?

 

 

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