How do I make Activity Reporting available in Cash Receipting?
Make the tools for tracking Activity Reporting available in Cash Receipting. Activity Reporting allows you to track transactions that are linked to a GL account in the General Ledger.
Before you get started
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Set up Activity Reporting in the Caselle General Ledger. See the help topic titled How do I set up Activity Reporting in the Caselle General Ledger?
Setting up Activity Reporting in Cash Receipting
1. Open Connect Cash Receipting > Organization > Organization.
2. Click to select the Interfaces tab.
3. Use the Interface menu to select Caselle.
4. Click to select the checkbox titled Allow Activity Reporting.
5. Click Save (CTRL+S).
The Activity Reporting fields are available for use in Cash Receipting.
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