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How to Map Deduction Reasons to GL Accounts

To automate the deductions process map reason codes to their corresponding GL item.

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  1. Select Settings on the left hand nav

  2. Select Map GL to Deduction Reasons

  3. Navigate through the deduction reasons you use and input the Deduction Item or Invoice Item from your ERP that correlates

  4. Custom Label: You can also rename the reasons if your terminology is different

  5. Click Save at the bottom of the page

  6. Attached below is a list of all Confido reasons

Creating a New Deduction Reason

The steps above cover mapping your existing deduction reasons to GL accounts. If you need an entirely new reason (rather than renaming or mapping an existing one), that's done separately under Automation Tools > Reasons. Note: creating a new reason isn't recommended as a first option, since it requires you to build out all of the corresponding classification logic for that reason from scratch. In most cases, renaming an existing reason's Custom Label (see above) covers the need without the added setup work.

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