Mapping Income Accounts

After mapping transaction types, you need to identify the general ledger income accounts to which you post payments received from the developments that uses the account type/transaction type combination. Each customer payment that matches a given transaction, development, and account type will post to the income account you identify.

On the Maintain Customer Account Types screen, highlight the account type you want to work with in the table.

Note: The account type that is highlighted on the Main tab of the Maintain Customer Account Types screen is the account type to which you are mapping and are working with.

Select the Transactions Included in Account tab. All mapped transaction types display in a table.

Highlight the mapped transaction type you want to work with and click the ACCOUNT MAPPING button at the bottom of the screen. The Maintain Transaction Ledger Accounts screen appears with all mapped developments displayed in a table.

Note: The transaction type that is highlighted on the Transactions Included in Account tab of the Maintain Customer Account Types screen is the transaction type to which you are mapping and are working with.

Highlight the development you want to work with and click

Select the general ledger income account to which you post payments received for this account type and transaction type. You maintain your general ledger accounts in the General Ledger program.

Click

to save to apply your changes and map the income account.

Repeat steps 4-6 until all developments are mapped to an income account.

Click

to exit and return to the Transactions Included in Account tab.

Repeat steps 3-8 until all account type/transaction type combinations have income accounts mapped to their associated developments.