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.

Schedule Demo

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