When allowing designations on fees and using segment mapping within your GL for special events, you will need one segment for just the designation, one for just the event, and one that includes both event and designation to account for donations as well as receipt amounts on registrations. You will need to do this for each segment that allows Events.

  1. Navigate to Financials > General Ledger Setup
  2. Click Define Segment Mappings
  3. Click on each segment that is Calculated using Events, such as Account Code/Code
  4. Edit your existing segments to include one segment for just the designation, one for just the event, and one for both
  5. You will have three segments for the event, similar to the example below
  6. Repeat this for each segment you need to map, such as Department and Project as well
  7. Once complete, navigate to Financials > Review unmapped transaction messages
  8. At top left, click Update unmapped transactions
  9. Click Start process


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