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

• Category code is linked to an interfaced application, AND the

• 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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