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Mapping Statistics for the Generic Financial Export

A guide to mapping Statistics for the Generic Financial Export in RMS.

 

Overview

Mapping for Statistics to be included in the Generic Financial Export is optional and should only be completed if required by the accounting software being used.

✎ Please Note: RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.

 

 

Guide

In the side menu of RMS, go to Setup > Accounting > Financial Interface.

  1. Navigate to the 'Statistics' tab.
  2. Enter the GL Account Codes from the accounting software.
  3. Enter the required Description for the accounting software.
  4. Select 'Save/Exit'.
    RMS Financial Interface setup window with the Statistics tab selected, showing rows where GL Account Codes from the external accounting system and their corresponding Descriptions have been entered, and the Save/Exit button highlighted to store the statistics mapping for inclusion in the Generic Financial Export.

 

 

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