GL Account Maps
Overview:
The GL Account Maps feature should be used when you want to map General Ledger (GL) account codes that are being imported from Vendors (or Plate IQ) to a GL Account in COGS-Well.
Mapping should normally be handled by COGS-Well support. Unless you have a strong understanding of this feature, we request that you contact support@cogs-well.com.
Things to know!
- Only Users who have been given access to this feature will be able to see or access it.
- The COGS-Well support team typically sets up your GL Account Maps for you as part of the initial setup.
- Mapping should normally be handled by COGS-Well support. Unless you have a strong understanding of this feature, we request that you contact support@cogs-well.com.
- A GL Account Map is needed for each Vendor or AP Automation system you want to map to a Site.
- This feature should be used for creating GL Account maps for invoice imports only. Accounting-specific GL Account Maps should be set up or edited via the Accounting>Setup> Accounting - GL Account Maps function.
Add or Edit GL Account Maps:
Navigate to Tools>Mapping>GL Account Maps and a screen similar to the one below will display:
The above screen displays the vendor Integrations that have been set up in your system. To map GL Accounts from a vendor to COGS-Well GL Accounts, click the "Edit" key in the same row as the vendor integration you want to edit. A screen similar to the one below will appear after you select to edit.
Plus Key: Use the "+" key to add a new GL Account Map.
GL Account: Use the drop-down to search and select the COGS-Well GL Account that you want to map to.
Imported GL Account Code: Enter your Vendor's system GL Account Code in this field.
Save and Exit:
Save: Select Save to save your entries
Exit: Select Exit to exit this function.