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Map Transactions for Development Office

Before you enter transactions, you must specify the mappings for GL distribution. This includes each application for payments, pledges, benefits, grant awards, and planned gifts. Payments must be associated with an account or an account code. For example, if you receive a cash donation, you could use a credit account of 02-4000-01 or a credit account code of 4000. If you select “Account,” the program will always use the account selected for the credit. If you select “Account Code,” the program will use the selected account code and derive the other segment values from selected characteristics of the transaction. The same is true for the debit of this transaction.

You can select specific generation criteria, such as payment methods and various subtypes to narrow your mappings. You must properly define mappings to ensure accurate posting.

Before you enter transactions, you must specify the mappings for GL distribution. This includes each situation for payments, pledges, benefits, grant awards, planned gifts, and Gift Aid. Payments must be associated with an account or an account code. For example, if you receive a cash donation, you could use a credit account of 02-4000-01 or a credit account code of 4000. If you select “Account,” the program will always use the account selected for the credit. If you select “Account Code,” the program will use the selected account code and derive the other segment values from selected characteristics of the transaction. The same is true for the debit of this transaction. You can select specific generation criteria, such as payment methods and various subtypes to narrow your mappings. You must properly define mappings to ensure accurate posting.

To begin mapping GL distributions for the Development office, see the Development Office Page.

Development Office Page