How do I enter a default distribution amount?
The default amount is the dollar amount that displays in the Distribution Amount field on the Enter Payments screen.
Amount box in the Enter Payments view
Entering a default distribution amount
1. Open Connect Cash Receipting > Organization > Categories.
2. Use the Look Up bar to enter the 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 Default Amount.
6. Enter the default distribution amount.
7. Click Save (CTRL+S).
The distribution displays the default amount in the Amount field on the Enter Payments form.
Copyright © 2025 Caselle, Incorporated. All rights reserved.
Related Articles
What if I can't enter a default distribution amount?
When a distribution is set up to display the total from a customer's account, the Default Amount box will be disabled. The setting is selected based on the Connect application that's assigned to the category. Default amount box Copyright © 2025 ...How do I select the amount to display as the default amount?
Use the Cemetery interface to display the perpetual care amount, perpetual care balance, or purchase balance as the default amount on a distribution. Selecting the default amount for cemetery distributions 1. Open Connect Cash Receipting > ...How do I set up a split distribution as an entry default for a vendor? (2025.11)
Setting up a split distribution as an entry default for a vendor may be useful when the vendor's invoices are routinely charged to multiple accounts, departments, or funds in consistent proportions. Example Suppose your cleaning service vendor always ...How do I use a multiple split distribution set to enter a purchase order? (2025.11)
Use a multiple split distribution set to automate and standardize a complex allocation pattern. Instead of manually entering each line (detail) each time, the system uses the set to assign GL accounts, departments, projects, funds, and so on, and in ...How do I add a distribution to a category?
Add subcategories, called distributions, to a category. Distributions make it easier to track and itemize payments. Webinar: Setting up a distribution code Adding a distribution to a category 1. Open Connect Cash Receipting > Organization > Category. ...