Add Mapping for Benefits

In order to generate GL distributions for benefits paid from the development office, you can map the transactions to GL accounts or account codes.

Here are a few examples of possible account and account code mappings for benefits:

Transaction Type	Debit #	Credit #
Payment	01-1001-00	01-4001-00
Pledge - committed	5000	01-1200-00
Pledge - fully paid	1002	4002

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 a benefit

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

2. Select Add. The Define mapping screen appears.

3. In the Debit and Credit fields, 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.

   Warning: We recommend you define mappings for all criteria. The program 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 the program generates GL 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.

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

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

8. Under Subtype values, select the type of benefit subtypes you want to include when the program generates GL distributions.

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

10. Select Save. You return to the Benefits tab.