How will I know if it's safe to update payments?

You can set up the category code properties to display a warning message when a user updates payments, by running the Update Payments routine, for a category code that accesses an interfaced application. Best practice is to wait until the interfaced application is not in use to update payments from Cash Receipting.

Note: If the Interface field is None, then this option is not available.

 

Displaying a warning message when an application is in use

1. Open Connect Cash Receipting > Organization > Categories.

2. Use the Look Up bar to enter a category code. Press Enter.

3. Click to select the checkbox titled Display Application In Use Warning When Updating Payments.

The category will display a warning message when a user runs the Update Payments routine and the application is open.

 

Removing the application in use warning message

1. Open Connect Cash Receipting > Organization > Categories.

2. Use the Look Up bar to enter a category code. Press Enter.

3. Click to deselect the checkbox titled Display Application In Use Warning When Updating Payments.

The category will not display a warning message when a user runs the Update Payments routine and the application is open.

 

• Related Articles

• How do I update payments for personal property?

  You can set up a category code to collect property tax for personal property. Adding a category to update payments for personal property 1. Open Connect Cash Receipting > Organization > Categories. 2. Use the Look Up bar to enter a category code. ...

• How do I update payments for real property?

  You can set up a category code to collect property tax for real property. Real Property is land, a piece of real estate, that is owned by an owner. Adding a category to update payments for real property 1. Open Connect Cash Receipting > Organization ...

• How do I update a safe harbor code? (Employees)

  Enter a safe harbor code on line 16 on Form 1095-C. The safe harbor code is used in the following circumstances: The employee was not employed or was not a full-time employee. The employee enrolled in the minimum essential coverage offered. The ...

• Safe Harbor (Form 1095-C, Line 16)

  For each calendar month, either the applicable code or if any, from Code Series 2. You may enter only one code from Code Series 2 per calendar month. The instructions below address which code to use for a month if more than one code from Series 2 ...

• Enter Payments

  Use Enter Payments to record, update, and delete payment transactions. Enter payments 1. Open Connect > Cemetery Management > Plots > Enter Payments. 2. Verify the date. The current date is the default date. You may need to change the date if you're ...