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 print the Unupdated Payments Report?

  Use this report to search for payments that have not been unupdated to other Connect applications. Unupdated payments will not be reported as paid in the related Connect application even though the payment was received in the Cash Receipting ...

• 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 ...