Workspaces

You can label the different places where you will use the Cash Receipting application to accept payments as a workspace. You can also set up different workspaces to perform different tasks, for example, you may have a workspace for managing online payments or you may have a workspace that does not accept cash transactions. Setting up a workspaces means you can choose how the workspace works and what the cash receipting clerk who is using the workspace will see to help make it easier to enter payments.

 

Workspace Default Settings

What is a workspace?

How do I set up my default categories for a workspace?

How do I set up my default payment types for a workspace?

How do I add a workspace?

How do I delete a workspace?

Receipt Settings

Can I set up my workspace to add the GL account to receipts?

How do I add account comments to receipts?

How do I choose the receipt type?

How do I print the payor's name on receipts?

How do I set up a workspace to print a receipt header?

How do I set up a workspace to print receipts?

What if my workspace uses a printer with a tear-off adjustment?

What is a receipt irregularity warning?

How do I stop a workspace from creating new receipts?

User Settings

Why can't I log in?

Can I require a user to log in to enter a receipt?

Can I lock a workspace over the weekend?

How do I fix the "Workspace is currently in use" error?

Check Endorsement

What is check endorsement?

How do I validate a check?

Do I use Slip or Validation mode?

How do I add customer information to the endorsement text?

How do I adjust the lines printed before or after the validation text?

How do I change my check endorsement printer?

How do I change the endorsement text?

How do I position the printing area on a check?

How do I set up check endorsement?

How do I use check endorsement during payment entry?

What are printer post-print codes?

What are printer pre-print codes?

Check endorsement printer list

Cash Drawer Settings

What is a cash drawer?

Can I link my cash drawer to my printer?

How do I change my open codes?

How do I connect my cash drawer to my computer?

How do I know if my cash drawer works?

How do I make my cash drawer open automatically?

How do I open my cash drawer?

How do I use a different port to open my cash drawer?

Auto-cutter Settings

What is an auto-cutter?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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