POS accounts are managed from the POS Accounts tab of the Mapping tool. Mapping determines how POS activity posts to the GL and ensures that imported sales, payments, jobs, and paid-out types are recorded accurately.
The Unmapped view displays POS accounts that still require GL account mapping or other required field selections.
Security
The following permission is required to map POS accounts in the Mapping Tool:
Administration → Mapping Tool→ POS Management → View/Edit POS Mapping Tool
These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.
Map POS Accounts
To map a POS account in the Mapping details panel, follow these steps:
Click steps to expand for additional information and images.
1) Navigate to the Mapping tool.
A) Open the Admin application.
B) Expand the Integrations category.
C) Select Mapping tool.
The Mapping tool opens to the POS accounts tab.
2) Click the Unmapped view.
The unmapped view displays all POS accounts that need to be mapped.
3) Click the POS account row to open the Mapping details panel.
4) In the Mapping details panel, select a GL account from the dropdown.
The example below uses a Payment type account, but the GL account field is present for all POS account types.
5) Complete the additional fields for the POS account type.
Required fields vary by POS account type. Learn more about each POS account type:
6) Click Save.
