How do I set up a category for Utility Management?

Utility Management

Use Cash Receipting to set up a category that will display the amount due on a customer's utilities account.

1. Open Connect Cash Receipting > Organization > Categories.

2. Click New (CTRL+N).

3. Click to select the field titled Category Code.

4. Enter the category code for utility payments.

5. Click to select the field titled Description.

6. Enter Utilities.

7. Click to select the field titled Interface.

8. Assign the calculation order to utility payments in relation to payments from other categories.

9. Use the Interface menu to select Utility Management.

10. Set up the remaining options.

11. Click Save (CTRL+S).

The category for utilities is set up. Next, add a distribution for utilities to the category.