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.



4. Click Save (CTRL+S).

The updated category is saved.

 


    • Related Articles

    • How do I change the distribution properties?

      Make changes to the distribution properties. You cannot change the distribution code if Connect has used the distribution code to create transactions. Changing distribution properties 1. Open Connect Cash Receipting > Organization > Categories. 2. ...
    • How do I change the EEO job category? (Employees)

      The EEO (Equal Employment Opportunity) job category is saved in the position record. To change the EEO job category on an employee, update the EEO job category that's assigned to a position or use the EEO job category to create a new position and ...
    • Why is the category code appended to the category description?

      Some organizations use the same category description to set up different categories. This caused some problems in the application. To fix the problem, Connect will validate the category description field to make sure the category description isn't ...
    • How do I change the offset bank properties?

      Update the information for the bank that processes the deposit. Payroll stores the offset bank properties for direct deposit in the Organization table. The offset bank is the name of the bank that will process the direct deposit. Changing the offset ...
    • How do I change the properties on a termination check?

      Update the options that Connect will use to calculate a termination check. You can set up separate default options for payroll checks, supplemental checks, termination checks, and manual checks. Changing the properties on a termination check 1. Open ...