Add mapping for a benefit

1. From the Development Office page, select the Benefits tab. The Benefits tab appears.

2. Select Add.

3. In the Debit and Credit fields, select the accounts or account codes to use when generating general ledger distributions. To locate an account, you can use the Account Search. For information about the Account Search screen, see .

You create accounts on the General Ledger Accounts page of the General ledger setup section in Administration.

Warning: We recommend you define mappings for all criteria. Altru does not allow unmapped transactions. For example, if you do not map payments for benefits, your organization will not be able to create payments applied to benefits.

4. Under Generation criteria, select the When creating arrow to access the Revenue types screen.

5. Under Revenue type, select the type of revenue you want to include when Altru generates general ledger distributions.

Note: When you split revenue, the Benefits expense revenue type is generated for the benefit. In Fundraising, when you select “Committed” in the Send benefit when pledge is on field on the Add benefit screen, the Benefits expense distribution is generated when the pledge is saved. When you select “Fully Paid,” the distribution is generated once the pledge is paid in full.

Select OK.

6. Under Generation criteria, select the With benefits of arrow to access the Benefit screen.

7. Under Subtype values, select the type of benefit subtypes you want to include when Altru generates general ledger distributions.

Select OK.

8. Select Save.