How do I change my category properties?

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• 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. ...

• 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 ...

• How do I make a category inactive?

  You can change a active category into an inactive category by removing the option to Allow New Receipts. When this option is not selected, users cannot select the category to create receipts. Inactive categories will be removed from the Category ...