General Ledger

Posting transactions to your general ledger is part of a business process. You can customize a posting process and save it for future use. For example, you can create a process to post cash gifts. Each time you run the process, gifts that match the criteria you specified when you created the process will post.

Before you enter or post transactions, you must specify accounts, general ledger mappings, and segment mappings from the General Ledger Setup page in Administration. This includes each situation for payments, pledges, benefits, grant awards, and planned gifts.

For instructions on how to define your account structure, general ledger accounts, and mappings, refer to Manage General Ledger Account Setup.

Warning: During the Post revenue to general ledger process, the program locks all unlocked deposits included in the post process.

Note: If you modify certain fields for transactions that post to the General Ledger, an adjustment will trigger. For more information about adjustments, refer to Adjustments.