Managing Chart of Accounts (G/L) and Cost Centers in Finance and Accounting

Manage your G/L and Cost Center associated with your products and services to be leveraged for syncing with external accounting systems.


In the Peoplevine Dashboard, an admin is able to modify the Finance and Accounting requirements for General Ledger (G/L) and Cost Center matching on products and services. 

To get started, go to the company menu and click on either G/L Accounts or Cost Center.

This will take you to either see your current list or to add a new one.

When adding a new G/L Account, we require the Account Number and Account Name.  

Go back to the company menu and go to Cost Centers, this will display a list of your existing Cost Centers.  You can register additional cost centers as needed.

Once you've added the G/L Account and Cost Center settings, you can now assign this to your existing skus in Peoplevine.  You can go to any Commerce Coupon, Event, Event Tickets, Membership, Product, Voucher, Scheduler or Service to assign the G/L Account Number or Cost Center.

By hitting the + button, you can assign multiple Cost Centers and G/L Accounts using a different percent or dollar allocation towards that G/L or Cost Center.  Please note that a $ Allocation takes precedence if you include both % and $ Allocation values.

When setting up Membership Programs and Services with accounting settings, you can assign the configuration to either the Membership Dues (recurring fee), the Initiation Fee and the Service Fee charged if enabled.  All 3 can be assigned and separated into different G/L and Cost Center accounts.

These values will then output in Accounting reports and when syncing to external platforms.

You can also audit which configuration is missing or already configured by going to the Manage Mappings link. This will allow you to filter by mapped vs. unmapped across various configuration types in Peoplevine.

You can either make an update one by one, by clicking on Save, or you can click update at the bottom to modify multiple configurations at once.

You can also map the G/L accounts to your payment methods by going to the Company Settings menu and setting accordingly.

Generating an Export for Sun Systems
To Generate an export for Sun Systems, go to the Company Menu and find Export Data for External Platform

Select Sun Daily Extract as the report to generate, then select the dates you want to generate the extract for (please note: a slowdown will occur for longer periods).

Upon clicking generate, the system will generate the extract for you and send you an e-mail with a link and instructions to download.


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