How_do_I_set_up_project_tracking_in_Cash_Receipting_

How do I set up project tracking in Cash Receipting?

Cash Receipting can track payments received for jobs created in Project Accounting. You'll need to turn on the Project Accounting interface to use this feature.

 

Setting up project tracking in Cash Receipting

1. Open Connect Cash Receipting > Organization > Organization.

2. Click to select the Interfaces tab.

3. Click to select the Project Accounting tab.

4. Use the Interface menu to select the Caselle Project Accounting application that will interface to Cash Receipting.

5. Click Save (CTRL+S).

The job fields, options, and reports are available for use in Cash Receipting.

 

 

 

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