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 the Trust table. If a void transaction is updated, Connect will create the transaction in the Trust Disposition table.
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Learn about categories and distributions for cash trusts. Watch a video (1m40s)
Adding a cash trust category
1. Open Connect > Cash Receipting > Organization > Categories.
2. Click New (CTRL+N).
3. Enter a category code, description, and priority.
4. Use the Interface menu to select Court Management - Cash Trusts.
Make sure to set up the server and database to the database for the Court Management application. Otherwise, Cash Receipting will not be able to display customer account information or update payments for Court Management accounts.
5. Set up the Court Management options on the Court Management tab.
Court Management tab in Categories
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6. Add a distribution for cash trust payments.
To learn how to set up these options, see Distributions.
Distributions tab in Categories
7. Click Save (CTRL+S).
The cash trust category and distribution is saved.
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