How do I change the category code display order in Enter Payments?
The priority is a number that is assigned to a category code that determines where the category code will be displayed in relation to the other categories in the Category Code list. For example, if the Utilities category code is assigned a priority of 1, and then the Utilities category code will be displayed as the first item in the Category Code list. If you assign the same number to more than one category code, the categories will be listed by priority and then by alphabetical order in the Category Code list.
This is the Category list on the Enter Payments screen. The number shown in parenthesis (1) is the priority number that is assigned to the category code. The number at the beginning of each category is the category code.
Changing the display order of categories in Enter Payments
1. Open Connect Cash Receipting > Organization > Category.
2. Use the Lookup bar to enter a category code. Press Enter.
3. Click to select the field titled Priority.
4. Enter a number.
Use number 1 to display the first item in the Category list. Number 2 displays as the second item, and so on. The Category list displays the priority number [1 : Utility (1)], category name [1: Utility (1)], and category code [1: Utility (1) ].
5. Click Save (CTRL+S).
The display order is saved. Connect will display the category code in Enter Payments based on the number assigned to the Priority field.
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