How_do_I_change_my_category_properties_

How do I change my category properties?

 

Edit or update a category that has been added to the system. 

 

Changing my category properties

1. Open Connect Cash Receipting > Organization > Category.

2. Use the Lookup bar to enter a category code. Press Enter.

3. Now, you can update the category.


Click on the link to view additional instructions about filling in each field.

Priority

Interface

Display credit warning balance when entering payments

Display application in use warning when updating payments

Print balances on the receipt

Print mailing address on the receipt

Print service address on the receipt

Apply accounts receivable payments

Summarize billing details

Require manual allocation

Update license information

Update payments immediately

Property tax type

Append to payment description: User ID, Payment Type, Payor



4. Click Save (CTRL+S).

The updated category is saved.

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

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