Add mapping for a payment

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

2. Select Add.

3. In the Debit and Credit columns, 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 .

To create account codes, add an account with the desired code.

Tip: For payments not yet linked to a deposit, with payment methods of cash, check, credit card, and other, the value you select in the Debit field is overwritten as soon as the payment is added to a deposit. To prevent confusion and allow for easy identification of unlinked payments in the system, we suggest you use a temporary placeholder such as “1000” or “01-1000-00” in the Debit field.

4. Under Generation criteria, select the arrow next to the criteria you want to set up. For example, to select payment method criteria, select the arrow next to With payment method.

Warning: We recommend you map general ledger distributions for all application types and payment methods. Altru does not allow unmapped transactions. For example, if you do not map payments applied to donations, your organization will not be able to add payments applied to donations.

Note: If you receive payment for an event registration, you can map the registration to a deferred revenue account. However, when the event occurs, you must create a manual journal entry to move the money from deferred revenue to revenue.

For a description of available generation criteria, see Define Mapping Screen For Payments.

5. Select Save.