What is an interfaced application?
You can set up a category code to receive payments in Cash Receipting for another Connect application. For example, Jane can set up a category code for Utilities. When she selects this category code to enter a payment, the system will retrieve the customer's billing and payment information from the Utility application and display the information on the Cash Receipting screen.
Linking a category code to an interfaced application
1. Open Connect Cash Receipting > Organization > Categories.
2. Use the Look Up bar to enter a category code. Press Enter.
3. Use the Interface menu to select the application that you want to link to the category code.
Note: Classic (2.x), Classic SQL (3.x), Clarity (4.x), and Connect (5.x)
4. Click Save (CTRL+S).
The category code is linked to the application. Connect will use the interfaced application to retrieve the account balance and post payments received in Cash Receipting back to the interfaced application.
Business Tax Collection
How do I set up a category and distribution for Business Tax Collection?
Check on Demand
How do I find a payee by name?
Community Development
What will the customer information section show?
Court Management
Can I assign a payment code to court payments?
How do I assign a payment code to payment adjustments?
How do I print a defendant's grand total on receipts?
How do I print the offense total on receipts?
How do I set up a cash bail receipt?
What do I do when the case is closed but the case status is "active"?
Master Accounts
Can I view the customer's account?
How do I view related accounts?
Property Improvements
How do I update payments for personal property?
How do I update payments for real property?
Property Tax Collection
How do I look up property tax accounts?
Third party payments
How do I enter third party payments?
How do I create a category not linked to an application?
Utility Management
How do I print a customer's service address on a receipt?
How do I set up a category for utility management deposits?
How do I enter a utility deposit when a customer does not have a utility account?
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