General Ledger Mapping Tab

To successfully post transactions, you must set up General Ledger information, such as accounts, transaction mappings, and segment mappings in Administration.

When you create segment mappings for items, such as appeals or events, the General Ledger Mapping tab appears on the item’s record. For example, once you select appeal as a segment in an account structure, when you view the appeal record, the General Ledger Mapping tab appears. From the General Ledger Mapping tab, you can view the segment value and edit the mapping.

Note: You create segment mappings in Administration. To view the Map Segment page, select an account system from the General Ledger Setup page. From an account system page, select Define Segment Mappings.

To view and manage the General Ledger mapping of an item, select the General Ledger Mapping tab on the item’s record. Additional examples of items with potential segment mappings are: fundraising purposes and events.

Note: The General Ledger Mapping tab does not appear on records that are used as segments in more than one account structure within the database.

When you apply a revenue transaction toward an item, such as a designation, the general ledger mapping information automatically appears as a default on the revenue record. From the revenue record’s General Ledger Mapping tab, you can edit the segment mapping.