General Ledger

Posting transactions to your general ledger is part of a business process. You can customize a posting process and save it for future use. For example, you can create a process to post cash gifts. Each time you run the process, gifts that match the criteria you specified when you created the process will post.

For instructions on how to define your account structure, GL accounts, and mappings, refer to Manage GL Account Setup.

Note: During implementation, mapping and posting revenue to your general ledger is customized by Blackbaud Professional Services to fit your organization’s needs. This is beneficial to fully leverage the mapping flexibility that exists to all general ledger systems, support all levels of posting exceptions, make sure fundraising transactions correctly translate to journal entries, and make sure the correct output format for your general ledger is provided. You define mappings from the General Ledger Setup page in Administration. Because general ledger mapping is defined by Blackbaud Professional Services, you will most likely refer to the General Ledger Setup Guide or the General Ledger Setup section of the help file to make additions and edits to your mapping environment.

Warning: During the Post revenue to GL process, the program locks all unlocked deposits included in the post process.

Note: If you modify certain fields for transactions that post to the General Ledger, an adjustment will trigger. For more information about adjustments, refer to Adjustments.