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Table of Contents (Online Help)

GL Account Mapping

If your Chart of Accounts is different from the LPF Chart of Accounts you can map (link) your own accounts to the accounts of Loan Performer using the screen below. This will allow you to export the GL transactions to your own account numbers.

How to Map(link) external GL Accounts to the Loan Performer GL Accounts

To map your accounts to the Loan Performer accounts you go to System->Configuration->Define GL Export File->GL Account Mapping. A screen will appear looking as follows:

Account Label: This column shows the GL account names that are in the Loan Performer chart of accounts, e.g., "Fixed Assets".
LPF GL A/C: This column shows the corresponding GL account numbers in the chart of accounts, e.g., "110000".
Mapped Account: In the Mapped A/C column enter the account number from your accounting package that corresponds to the LPF account.

Instead of entering account numbers, you can also type in account names. This is useful if you want to export to Quickbooks and you don’t work with account numbers in QuickBooks. The width of the column is 60 characters.

Click on the Save button to save the settings.

You can click on the Print button to view\print the Mapped Accounts and keep them for future reference.

Return to the first screen to close the menu.

Contact LPF live support for more information
This service requires an Internet connection.

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