How do I add a category for a third party account?

Third Party Account

Create a category to receive and record payments in Cash Receipting.

Add a third party account to the Third Party Account table. See the help topic titled How do I add a third party account?

1. Open Connect Cash Receipting > Organization > Categories.

2. Click New (CTRL+N).

3. Click to select the field titled Category Code.

4. Enter a category code for the third party account.

5. Click to select the field titled Description.

6. Enter the name of the third party account.

7. Click to select the field titled Priority.

8. Enter the calculation order of this category in relation to the other categories.

9. Use the Interface menu to select Third Party.

10. Set up the category options. Not all of the options will be available for third party accounts.

11. Click Save (CTRL+S).

The category for third party accounts is saved. Next, add a distribution for a third party account to the category.