How_do_I_change_workspaces_

How do I change workspaces?

 

Selecting my workspace when I log in

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

The Enter Payments Options displays.

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

3. Finish logging in.

 

Changing my workspace after I log in

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

The Enter Payments Options displays.

2. Click the button titled Select Workspace (CTRL+F7).

The Change Workspace form displays.

 

 

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

4. Click OK.

You have switched workspaces.

 

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

    • Related Articles

    • How do I change the workspace?

      Change the selection criteria to search for errors by workspace. Changing workspace will limit the receipts being searched for errors to the receipts created by a specific workspace. Changing the workspace 1. Open Connect Cash Receipting > ...
    • How do I allow new receipts? (Workspaces)

      Use this option to allow a user to use a workspace to create new receipts. If you do not want users to use this workspace to create new receipts or assign imported receipts to the workspace, turn off this option. Connect will keep the workspace but ...
    • How do I allow new receipts? (Workspaces)

      Use this option to allow a user to use a workspace to create new receipts. If you do not want users to use this workspace to create new receipts or assign imported receipts to the workspace, turn off this option. Connect will keep the workspace but ...
    • What is a rate change?

      For example, the city authorizes a 5% pay increase for all hourly employees. Jane uses this option to increase the hourly rate by 5%. For example, if an employee earns $10.00 per hour, then this routine will calculate 10 x 0.05 = 0.50. Next, the ...
    • Step 13. Change current year

      The next step is to change the current year in the Accounts Payable application to the new tax year. How do I change the current year? 1. Open Connect Accounts Payable > Organization > Organization. 2. Use the Current Year box to enter the new tax ...