Difference between revisions of "Cash Receipts Setup"
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(Created page with "=='''Overview of CR01SET'''== Category: Cash Processing IL Category:Cash Processing FR") |
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=='''Overview of CR01SET'''== | =='''Overview of CR01SET'''== | ||
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| + | The Cash Receipt System Setup screen allows you to configure system settings for your cash receipting program. Changes to this screen should only be made if requested by DDI staff. | ||
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| + | If you are a CEF client, you will access this screen by: | ||
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| + | * From the DDI Connect main menu, double-click Financial Services | ||
| + | * Double-click Data Processing | ||
| + | * Double-click Financial Services Administration | ||
| + | * Double-click Cash Receipts Setup | ||
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| + | If you are NOT a CEF client (meaning, you do not use the Investment/Loan system), you will access this screen by: | ||
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| + | * From the DDI Connect main menu, double-click Daily Cash Processing | ||
| + | * Double-click Setup | ||
| + | * Double-click Cash Receipts Setup | ||
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| + | Whichever way you access the screen, when you double-click Cash Receipts Setup, you will see this screen: | ||
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| + | [[File:CR Setup 1.png]] | ||
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| + | As you can see, there are 4 tabs on the screen. To make changes, click the Edit button. The fields will enable for modification: | ||
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[[Category: Cash Processing IL]] | [[Category: Cash Processing IL]] | ||
[[Category:Cash Processing FR]] | [[Category:Cash Processing FR]] | ||
Revision as of 14:38, 9 July 2012
Overview of CR01SET
The Cash Receipt System Setup screen allows you to configure system settings for your cash receipting program. Changes to this screen should only be made if requested by DDI staff.
If you are a CEF client, you will access this screen by:
- From the DDI Connect main menu, double-click Financial Services
- Double-click Data Processing
- Double-click Financial Services Administration
- Double-click Cash Receipts Setup
If you are NOT a CEF client (meaning, you do not use the Investment/Loan system), you will access this screen by:
- From the DDI Connect main menu, double-click Daily Cash Processing
- Double-click Setup
- Double-click Cash Receipts Setup
Whichever way you access the screen, when you double-click Cash Receipts Setup, you will see this screen:
As you can see, there are 4 tabs on the screen. To make changes, click the Edit button. The fields will enable for modification:
