Add Mapping for Membership Installment Plans

In order to generate GL distributions for membership installment plans made to the development office, you can map the transactions to GL accounts or account codes.

When you specify account code, other segments are derived from selected characteristics of the transaction. For more information about how to define segment mappings, see Define Segment Mappings.

Add mapping for membership installment plans

1. From the Development Office page, select the Membership Installments tab.

   Note: You can set mappings for membership installment payments on the Payments tab.

2. Select Add. The Define mapping screen appears.

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

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

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

5. Under Transaction type, select the types of transactions you want to include when the program generates GL distributions. You can select the membership installment plans, both contributed and earned (or dues) portions, as well as membership installment plan add-ons and write-offs.

   When you map membership installment plan write-offs, you can then also select the applicable reason codes. Select the With a reason code of arrow to access the Reason codes screen.

6. Select OK. You return to the Define mapping screen.

   Note: We recommend you map GL distributions for all transaction types. The program does not allow unmapped transactions. For example, if you do not map membership installment plan write-offs, your organization will not be able to post the write-offs to the ledger.

7. Select Save. You return to the Membership Installments tab.