How_do_I_link_a_distribution_to_a_job_

How do I link a distribution to a job?

You can set up a distribution to record an amount for Project Accounting. Distributions that are linked to Project Accounting will ask the user to enter a job number. The payment entry will record the payment amount and the job n​​​​​umber.

Before you get started

Linking a distribution to a job

1. Open Connect Cash Receipting > Organization > Categories.
2. Use the Look Up bar to enter a category code. Press Enter.
3. Click to select the Distributions tab.
4. Click to select a distribution from the distribution list.
5. Click to select the checkbox titled Prompt for Job Number.
6. Click Save (CTRL+S).

When this distribution is selected, Cash Receipting will prompt the user to enter a job number.

 

 

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