How do I set up a category and distribution for Business Tax Collection?
Use the Cash Receipting app to receive payments for Business Tax Collection. For example, tax return payments. See the help topic titled How do I set up Cash Receipting to receive Business Tax Collection payments?
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How do I fix a "Category and distribution discrepancy error?"
This error message displays when an invalid number has been assigned to a distribution code. The distribution code must begin with the category code. Examples of valid distribution codes: If the Utility Billing category code is 1, then the ...
How do I set up a category and distribution for cash trusts?
Set up a category and distribution to record payments for cash trusts. A cash trust is an amount that is left in the care or guardianship of another. When a payment is updated to the Court Management application, Connect will create transactions in ...
How do I add a category to collect cemetery payments?
If a category interfaces with the Caselle Cemetery Management program, you will be able to display balances from the Cemetery application in Enter Payments. These balances include the purchase balance, perpetual care amount, or perpetual care balance ...
What is an interfaced application?
You can set up a category code to receive payments in Cash Receipting for another Connect application. For example, Jane can set up a category code for Utilities. When she selects this category code to enter a payment, the system will retrieve the ...
Can a distribution accept online payments?
When you have set up Cash Receipting to allow customers to submit online payments through an online payment portal, you can use this option to indicate that this distribution accepts online payments. Adding online payments to a distribution 1. Open ...