Webinar_Activity_codes_09m37s_

Webinar: Activity codes (09m37s)

In this webinar, learn: 

  • What is an activity code and why they are useful (for example, for tracking grants)

  • How to set up a new activity

  • How to troubleshoot an activity that isn't showing transactions for a journal

  • How to make changes to an existing activity

  • How to use Activity Inquiry to view transactions linked to an activity

  • How to look up activity in different Connect applications. 

  • How to set up a payment category for an activity in Cash Receipting

 

202411, 2024Dec04 

 

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

    • Related Articles

    • Webinar: Journal codes (05m44s)

      In this webinar, learn why we need journal codes and what they do. how to add a new journal code. what's does normal balance mean 202411 Copyright © 2025 Caselle, Incorporated. All rights reserved.
    • Box 12 Codes List

      This is a list of the codes and code descriptions for filling in Box 12 on the W-2 Form. For additional information, go to irs.gov to download the General Instructions for Forms W-2 and W-3. A Uncollected social security or RRTA tax on tips. B ...
    • How do I set up action codes?

      Add, edit, or delete action codes. An Action Code is a description a user can assign to a transaction that occurs in the Utility Management program. If the Utility Management Service Orders interface is enabled, you can also use the action code to ...
    • How do I set up Activity Reporting in the Connect General Ledger?

      Cash Receipting can use GL activity codes to track payments. Before you can set up a category and distribution in the Cash Receipting application and link it to a GL activity code, you need to set up a GL activity code in the General Ledger ...
    • How do I set up information codes?

      Add, edit, or remove an information code. Use an information code to record additional information on a customer record or report, for example, on a Meter Reading List. You can choose to include or exclude the additional information stored in the ...