Mapping Transaction Types

After mapping development accounts, assign each account to one or more transactions included in the account type.

1.

On the Maintain Customer Account Types screen, highlight the account type you want to work with in the table and select the Transactions Included in Account tab.

2.

Click

. The Add Transaction to Include in Account Wizard is initiated.

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.

3.

Select the transaction type you want to map from the transaction description drop-down list.

This is your agency-defined list of transaction types, which you maintain in the Setup area of the program. See "Setting Up Transaction Types"

4.

Enter the payment apply order for past due and current amounts for this transaction within this account type.

(More on Apply Order...)

5.

Click START to continue, review and confirm the information you have set up, and then click FINISH to map the transaction type to the account type. The Transactions Included in Account tab appears again with the newly mapped transaction displayed in the table. You are now ready to map income accounts.