How_do_I_create_a_category_not_linked_to_an_application_

How do I create a category not linked to an application?

How do I create a category not linked to an application?

Use Connect to create a category code that is not linked to a Caselle application to collect payments. Some of the receipt options will be disabled when the category code is not linked.

 

Creating a category code not linked to an application

1. Open Connect Cash Receipting > Organization > Categories.

2. Use the Look Up bar to enter a category code. Press Enter.

3. Use the Interface menu to select None.

4. Click Save (CTRL+S).

Connect will create receipts for the category code.

 

 

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