What_is_a_category_

What is a category?

Connect uses categories to route payments. It's a label or identifier that's used to classify and organize types of payments. It helps track what the payment is for (for example, utility bills, permit fees, taxes, and so on) and allows for proper reporting, reconciliation, and posting to the applications and general ledger. 

You can set up the categories your organization will use to receive payments. Here's an example. 

Category codes

1, Utilities

2, Accounts Receivable

3, Business Licenses

4, Animal Licenses

5, Business Tax Collection

6, Real Property Tax

8, Court

9, Property Improvements

10, Cemetery

11, Miscellaneous

12, Building Permit, and Fees

13,  Impact Fees

14, Returned Checks

15, Charges for Services

16, Tax Fees

17, Intergovernmental

18, Contributions

99, Third Party

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

    • Related Articles

    • Why is the category code appended to the category description?

      Some organizations use the same category description to set up different categories. This caused some problems in the application. To fix the problem, Connect will validate the category description field to make sure the category description isn't ...

    • How do I make a category inactive?

      You can change a active category into an inactive category by removing the option to Allow New Receipts. When this option is not selected, users cannot select the category to create receipts. Inactive categories will be removed from the Category ...

    • How do I delete a category?

      Follow these instructions to delete a category from Connect. Important! If the category has been used to create receipts, you will not be able to delete it. You can change the category settings to stop users from using it to create new receipts, see ...

    • How do I assign a service category?

      Use a service category to group together services that perform a similar function. You can define the service category name, abbreviated names that Connect will use when space is too tight to show the entire name, and the display order in the Service ...

    • How do I change my category properties?

      Edit or update a category that has been added to the system. Changing my category properties 1. Open Connect Cash Receipting > Organization > Category. 2. Use the Lookup bar to enter a category code. Press Enter. 3. Now, you can update the category. ...