How do I change the distribution 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 Distribution list on the Enter Payments screen. The number at the beginning of each category is the category code.
Distribution box
Changing the display order of distributions 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 Distribution tab.
4. Click to select a distribution code from the Distributions list.
5. Click to select the field titled Sort Order.
6. Enter a number.
Use number 1 to display the first item in the Distribution list. Number 2 displays as the second item, and so on. The Distribution list displays the distribution code [601: Property Tax] and distribution name [601: Property Tax].
6. Click Save (CTRL+S).
The display order is saved. Connect will display the distribution code in Enter Payments based on the number assigned to the Sort field.
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