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Overview

This article covers how to map Emersion's default ledger codes to your own ledger codes from your existing accounting software.

This Ledger Code Mapping page is not for service providers who have enabled an integration between Emersion and their supported accounting software.  If you are integrating Emersion with your accounting software, you can map your accounting system's ledger codes via the Ledger Codes screen under the relevant integration's settings page. 

There are two ways to map ledger codes in Emersion


Map a Ledger Codes in Cumulus

Admin > Ledger Mapping

The page will display showing a list of all Emersion ledger codes along with any custom ledger codes that are already set up.



To map a ledger code, use the search filters at the top of the page, find the code you want to map.

Click on the Ledger Code.

The Mapping Ledger Code page will be displayed to the user. 

Press the Edit Button to put the page into EDIT mode.

In the Mapped Ledger Code field, enter your custom ledger code.

Optionally enter a description.

  • If you want to override the ledger's default code, click the Copy Default Code to Mapped button.
  • If you want to override the ledger's simple code, click the Copy Simple Code to Mapped button.

You must also select an effective date. Be aware that if a past date is selected this will only apply going forward and will not alter any prior records.

Press Save to save the changes.


Setting all Ledger Code Mappings to Default

This function will set all your custom ledger code mappings to the Emersion system default ledger codes. The Mapped Code and Mapped Description fields will be updated with the values stored in the ledger’s Emersion default code. You can elect to update all ledger code mappings and override any existing custom ledger mappings you have created, or only update the ledger codes that do not have any custom codes set up.

  1. The Ledger Mapping Tool page will display showing a list of existing ledger codes.
  2. To override all existing custom ledger code mappings, tick the Override existing codes? check box. Otherwise, leave the check Override existing codes? box un-ticked.
  3. Click the Change all mappings to default button. A message box will appear asking you to confirm that you wish to update every mapped ledger code.
  4. Click the Yes button to confirm the update of all the ledger code mappings. The system will update all ledger code mappings to the system default ledger codes.
  5. Click the No button to cancel. The system will not update any ledger mappings.


Setting all Ledger Code Mappings to Simple

This function will set all your custom ledger code mappings to the Emersion system default Simple codes. The Mapped Code and Mapped Description fields will be updated with the values stored in the ledger’s Simple code. You can elect to update all ledger code mappings and override any existing custom ledger mappings you have created, or only update the ledger codes that do not have any custom codes set up.

  1. The Ledger Mapping Tool page will display showing a list of existing ledger codes.
  2. To override all existing custom ledger code mappings, tick the Override existing codes? check box. Otherwise, leave the Override existing codes? check box un-ticked.
  3. Click the Change all mappings to simple button. A message box will appear asking you to confirm that you wish to update every mapped ledger code.
  4. Click the Yes button to confirm the update of all the ledger code mappings. The system will update all ledger code mappings to the Simple codes.
  5. Click the No button to cancel. The system will not update any ledger mappings.


Mapping Ledger Codes in Bulk

If you have lots of ledger code mappings to create, using Cumulus isn't the most efficient way to do it. Instead, use the bulk import tool.


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