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Map payment types to GL AccountsLast updated on 02/28/2023

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

  1. Go to the navigation and click the Settings icon. In the side panel, click Invoicing > Payment and Invoice Types.

  2. Click Edit to change an existing payment type.

  3. Select an account from the dropdown.

    If you check Export as an AR Adjustment, and

    • your 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

  4. Select the applicable attributes for the payment type.

  5. Click Save.

Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.

Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.