How do I make a category inactive?
You can change a active category into an inactive category by removing the option to Allow New Receipts. When this option is not selected, users cannot select the category to create receipts. Inactive categories will
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be removed from the Category drop-down list in Enter Payments, and
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remain in the Category table so receipts that were created using the category will not be affected.
This image shows what the Category drop-down list on the Enter Payments screen would look like if Category 1: Utilities (1) is set as inactive.
Category field in Enter Payments
Changing an active category to an inactive category will remove the category from
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Enter Payments
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Workspaces
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Update Payments
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Process Online Payments, and
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Import Payments
Making a category inactive
1. Open Connect Cash Receipting > Organization > Categories.
2. Look up a category.
3. Click to remove the checkmark from the Allow New Receipts checkbox.
Allow New Receipts checkbox
4. Click Save (CTRL+S).
The category status is saved as inactive. Users cannot assign the category to new receipts.
Making an inactive category active
1. Open Connect Cash Receipting > Organization > Categories.
2. Look up a category.
3. Click to select the Allow New Receipts checkbox.
4. Click Save (CTRL+S).
The category status is saved as active. Users can assign the category to new receipts.
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