How do I use Quick Entry?

Quick Entry

When you need to enter a lot of payments for the same category and distribution, you can use Quick Entry to make payment entry faster. Quick Entry means that you only need to enter the customer number, or account number, and confirm the payment amount. Usually, you need to enter the category, customer number (or account number), distribution, amount due, payment type, and payment amount.

Contents

How do I use Quick Entry?
1. Before you get started
2. Using Quick Entry

Before you get started

Assign the distribution code to Sort Order 1. See the help topic titled How do I change the sort order on a distribution?

Using Quick Entry

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

2. Log in.

3. Use the Category menu to select the category code.

Cash Receipting will assign all of the Quick Entry payments to the selected category.

4. Click to select the button titled Quick Entry (SHIFT+F2).

5. Enter the customer name.

The amount due on the customer's account displays in the Amount field.

6. Press Enter to confirm the payment amount.

The cursor returns to the Customer field and you're ready to enter the next payment.

7. Enter the remaining payments.

Cash Receipting records the payments. Click the Quick Entry button again to exit Quick Entry mode.