How to toggle the Project Strings apply default for Miscellaneous Cash Receipts

• Payment Entry Project Strings Required box is automatically checked or unchecked.

• Would like to know how to change the default project string option in Payment Entry for Miscellaneous Cash Receipts.

• What does the

  permission

  Apply projects to transactions by default mean?

• General Billing

• Payment Entry (arbilinq)

• Miscellaneous Cash Receipts

• Project Accounting Role

When entering a Miscellaneous Cash Receipt, the Project Strings apply checkbox is checked automatically and it should be unchecked or vice versa.

Whether or not the Project Strings apply checkbox defaults to checked or unchecked is controlled by the Project Accounting Role configuration.

To check or update a Project Accounting Role, please follow these steps: 

1. Navigate to the User Attributes program via the following path: System Administration > Security > User Attributes

2. Click Search and enter the relevant UserId.

3. Click Accept.

4. Highlight the role that grants the Project Accounting Permissions and click Edit Role.

5. Click Project Accounting.

6. Click Update.

7. Check/Uncheck the permission labeled Apply projects to transactions by default 

   depending on which option is desired. A checkmark will cause the Project Strings apply box in Payment Entry to default as checked. 

Additional resources for working in Payment Entry can be found here: Master Article - Payment Entry