How_do_I_select_the_amount_to_display_as_the_default_amount_

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 > Organization > Category.

2. Use the Look Up field to enter the Cemetery category code. Press Enter.

3. Click to select the Distributions tab.

4. Use the field titled Cemetery Balance to select the default amount.

5. Click Save (CTRL+S).

The distribution will display the selection as the default amount.

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

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