Cash Receipting Interface

If you are using Caselle Cash Receipting to receive Court Management payments, follow these instructions to set up the a category code and distribution for Court Management in the Cash Receipting application.

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Cash Receipting Interface
1. Set up a category and distribution code
1. Update payments to Court Management

Set up a category and distribution code

You need a category code and distribution code to use Cash Receipting to receive payments for Court Management.

Do this...

1. Open Connect Cash Receipting > Organization > Categories.

2. Is a category set up for Court Management?

Yes, a category is set up for Court Management. Use the Lookup bar to enter the category code. Press Enter to display the category properties.
No, a category is not set up for Court Management. Click New (CTRL+N) to set up a new category code. Fill in the category properties.

3. Use the Interface drop-down list to select Court Management x.x.

4. Use the options on the Court Management tab to select the default options.

Do you want to print the offense total as the beginning balance on the receipt?

Yes, use the Offense total as the beginning balance. On the Court Management tab, click to select Print Offense Total as Beginning Balance on Receipts.
No, use the Previous balance or New Current balance as the beginning balance. On the Court Management tab, click to deselect Print Offense Total as Beginning Balance on Receipts. Use Court Management to choose which balance will print on receipts.

Do you want to print the grand total for the defendant on the receipt?

Yes, print the grand total on the receipt. On the Court Management tab, click to select Print Defendant's Grand Total On Receipts.
No, do not print the grand total on the receipt. On the Court Management tab, click to deselect Print Defendant's Grand Total On Receipts.

What is the payment code for court payments?

The payment code is code that will be assigned to payments in Court Management. On the Court Management tab, use the Payment Code field to enter the code for court payments.

Note: The Payment Code field is available when the Court interface is selected.

What is the payment adjustment code for court payments?

The payment adjustment code is another code that is specific to Court Management, which is assigned to transactions that will adjust a payment. On the Court Management tab, use the Payment Adjustment Code field to enter the code for court payment adjustments.

Note: The Payment Code field is available when the Court interface is selected.

5. Next, use the options on the Distributions tab to add the Court distributions. The application requires at least one distribution.

6. Click Save (CTRL+S).

The category is saved.

Update payments to Court Management

To update payments from Cash Receipting to Court Management, run Update Payments in Cash Receipting. Usually, updating payments to an interfaced application is included on the application's daily checklist.

Do this...

1. Open Connect Cash Receipting > Payments > Update Payments.

For instructions on how to update payments, see the help topic titled Update Payments.

2. Fill in the options on the form.

3. Click GO (CTRL+G).

The payments have been updated.