How do I link a distribution to a job?

Distributions

You can set up a distribution to record an amount for Project Accounting. Distributions that are linked to Project Accounting will ask the user to enter a job number. The payment entry will record the payment amount and the job number.

Before you get started

Turn on the Project Accounting Interface. See the help topic titled How do I turn on the Project Accounting interface?

Linking a distribution to a job

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 Distributions tab.

4. Click to select a distribution from the distribution list.

5. Click to select the checkbox titled Prompt for Job Number.

6. Click Save (CTRL+S).

When this distribution is selected, Cash Receipting will prompt the user to enter a job number.