Money coming in. The owner is whoever recorded or chased it.
What you would route on
Any field on the module can be used, including ones you have added yourself. These are the ones businesses reach for:
| Field | Why you would route on it |
|---|---|
| Customer | Keep it with their account manager. |
| Amount | Large receipts to the finance lead. |
| Bank account | Which account it landed in. |
| Mode | Cheques to whoever banks them. |
A worked example
A distributor routes every receipt to the collections officer for that customer, so the person who chased the money is the person the record belongs to.
Caps and overflow
| Setting | Worth it here? |
|---|---|
| A cap per person | Rarely. |
| An overflow owner | Rarely. |
Nothing stops you setting either — they are offered on every module. It is simply that a daily limit answers a question this module rarely asks.
Where to go next
Something missing or wrong here? Tell us. A question that needed asking usually means a page that needed writing.