CR payment category

Jennifer Painter

In database view I use to be able to put in a payment category with the GL account # to use for those types of payments. I can't find where to add new categories (with the GL account #) in NXT.

Matt Boose

@Jennifer Painter Hello, this can indeed be completed in NXT Web View. The first step is to create a Distribution Set in NXT at General Ledger>Settings>Distribution Set. When adding a new Distribution Set, the type will need to be “Account (Cash Receipts)”. Next, you can create or edit a Payment Category in NXT by going to Control Panel>Fields and Tables>Tables. Search for the “Category” table and view it. Here you can add or edit payment categories. You will see in a category where you can apply a Distribution Set in the Account Distribution field.

Jennifer Painter

@Matt Boose THANK YOU! That was easier than me searching through knowledgebase!