Generate Standard GL Mapping Query Filters

Modified on Thu, 14 Oct, 2021 at 2:13 AM

Overview

Our Standard GL Integration includes a basic set of mappings that will serve the needs of most customers.  This article will step through generating the Standard GL Integration mappings which will create a GL Mapping Query Filter in each of the Standard GL "Buckets" defined for Cloud Retailer for each one of your Locations, Departments and Payment Methods.


NOTE: For addional information see Accounting Integration Overview


Procedure

  1. Log into your Cloud Retailer Back Office
  2. On the left-hand menu, click Reports -> Generate Standard GL Mapping Query Filters
  3. Click the Generate Standard GL Mapping Query Filters button
  4. When the process is complete, click the Done button in the pop-up window


References


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