How_do_I_change_the_default_workspace_

How do I change the default workspace?

The Front Counter and Office are examples of a workspace. You can identify the workspace where a receipt was created by the first number in the receipt number. When you import a payment that is not assigned to a workspace, the system will use the value in the Workspace field to fill in the blank field.  

 

Changing the default workspace

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

2. Use the Workspace menu to select a different workspace.

Cash Receipting assigns the default workspace to the imported payments.

 

Adding a new workspace

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

 

 

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