Add Mapping for Stock, Gift-in-Kind, and Property

In order to generate general ledger distributions for stock, gift-in-kind, and property at your organization, you can map the transactions to general ledger accounts or account codes.

Here are a few examples of possible account and account code mappings for stock, gift-in-kind, and property:

Transaction Type

Debit #

Credit #

Sold stock gain

01-1000-00

01-4330-01

Sold stock loss

5000

1050

Fee to pay for selling stocks

5200

01-1060-00

Sold property gain

1200

4500

Sold property loss

5300

1070

Sold gift-in-kind revenue addition

1400

4700

Sold gift-in-kind revenue reduction

5400

1090

When you specify account code, other segments are derived from selected characteristics of the transaction. For more information about how to define segment mappings, see Define Segment Mappings.