Add mapping for a payment

1. From the Ticketing 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 .

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

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.

Warning: We recommend you define mappings for all criteria. Altru does not allow revenue to unmapped orders. For example, if you do not map fee revenue applied to orders, your organization will not be able to add this revenue.

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

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

Select OK.

6. Under Generation criteria, select the With payment method arrow to access the Payment types screen.

7. Under Payment method, select the type of payment methods you want to include when Altru generates general ledger distributions.

Select OK.

8. When you select “Credit Card” or “Other” as payment methods, you can further define the methods by designating subtypes.

• If you select “Credit Card” as a payment method, select the arrow and select the other subtypes to include when Altru generates distributions. For example, you can create different mappings for “Visa” and “American Express.”

• If you select “Other” as a payment method, select the arrow and select the other subtypes to include when Altru generates distributions. For example, you can create a mapping for the “Gift Certificate” payment subtype.

9. Select Save.