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Posted June 14, 2021

GL Account Mapping

Account mapping is the process of creating definable sections in the account numbers that will be used. Each section in the account number can represent a division, department or account type that the school has created.
Example:

1-00-1650-12

Division	Department	Account Type	Account	Sub Type
(1)	0	(1)	(650)	(12)

The individual sections of the account number are created in Finance > Maintenance > Account Number. You will need to create the account number mask first.

- Enter the name of the section in the text box at the top left of the page and click Add Section.

- Select the section name, the type and the count. Note: Types like digit and letter use count to represent the number of integers or letters used. Types like specific value allow you to enter a specific letter, integer or symbol. Example: digit 2 represents an account segment with 2 digits. Example: specific value “-” shows as “-” allowing to separate other meaningful segments of an account number.

- Click Add Mask.

- Repeat steps until all account number sections required are added.

Note: The order of the sections can be rearranged by selecting the up or down arrows under the section name.

The value represented in each section is entered in Finance > Maintenance > Account Number Mappings.

- Select the section name from the drop-box on the top of the page.

- Enter the code for that section. Note: The code is the value for that section in the account number. Example: a 2-digit section representing campus of the school may have codes 01 and 02 that refer to descriptions “Austin”, “Washington DC”

- Enter the description for the code. Note: The description would be what the value entered for the code represents.

- Click Add.

- Repeat steps for all sections added to the account number.