Financial Systems Revenue Accounts Tab

After accounts have been imported, a Revenue Accounts mapping should be created for each eligibility status, per meal service, per building for all buildings.

1. Search for a previously configured Revenue Account mapping.

2. Click Reset to restore search and filter options back to their defaults.

3. Click Advanced to open the advanced filtering menu, if needed.

   • Filter configured Revenue Accounts by Building, Serving Session, Person Type, Eligibility Status, Revenue Account code, Start and/ or End Date by using the corresponding drop-down menu.

   • Click Search to apply filters to the Revenue Accounts table.

4. Notice the Revenue Account table headers including Building, Serving Session, Person Type, Eligibility Status, Item Type, Revenue Account, Start Month and End Month. Click a header to sort data rows by that column.

5. Click the Pencil to to open the Edit Account Mapping modal.

   

   1. Once a mapping has been created, the configuration details can be viewed, but cannot be changed.

   2. Adjust the Start Month or End Month as necessary.
      
      Note: Adjust the End Month to a previous month to expire the mapping.

   3. Click Save to apply any changes.

6. Click Add New Mapping to open the Add Account Mapping modal.
   

   1. Select the Building, Serving Session, Person Type, Eligibility Status, Item Type, Revenue Account, Start Month and End Month.

   2. Click Mapped Buildings to expand the building configuration section.

      • Check Site Specific Account Numbers if you have a designated Revenue Account code for each building.

      • Check Copy to All Buildings if this account mapping can be used at all of your serving sites OR,

      • Check the buildings this account mapping applies to.

   3. Click Save.

      Repeat Step 6 as needed.