What if I want to allocate payments?
Distribute a payment by hand instead of waiting until you run the routine to allocate payments in the interfaced application.
Requirements
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Category code is linked to an interfaced application, AND the
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Interfaced application allows you to allocate payments.
Allocating payments by hand
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 Require Manual Allocation.
When you enter a payment for this category, you will be able to allocate it.
Using Connect to allocate payments for me
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 Require Manual Allocation.
Connect will use the default payment setting in the application to allocate the payment.
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