Overview
After mapping your pricebook items to Item GL Groups, map your payment types to GL accounts to make sure your payments are recorded and properly categorized in Intacct.
Who uses this feature
Administrators, office employees, managers, accountants, and bookkeepers
Applies to all business types
Applies to all trades
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
Things to know
Before you can map Payment types to Item GL Accounts, you must set up your GL Accounts on Intacct, and then import GL Accounts, Item GL Groups, and Product Lines from Intacct. The GL Account assigned is used to designate the undeposited funds account in Intacct.
Map payment types to GL Accounts
Go to the navigation and click Settings
. In the side panel, click Invoicing > Payment and Invoice Types.
Click Edit to change an existing payment type.
Select an account from the dropdown.
If you check Export as an AR Adjustment, andyour payment value is positive: the payment will be an AR Adjustment credit memo
your payment value is negative: the payment will be an AR Adjustment debit memo
Select the applicable attributes for the payment type.
Click Save.
Next step: Set up inventory with Intacct
After mapping your payment types to GL accounts, if you are using the Inventory module, set up your inventory settings in ServiceTitan to integrate with Intacct. For more, see Intacct Onboarding Step 6: Set up inventory with Intacct.
Want to learn more?
See Intacct