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Create Natural Account Mapping - Connect

This guide will show you how to Create Natural Account Mapping

1. Click on Settings
Click on Settings
2. Click on Portal Settings
Click on Portal Settings
3. Click on 'Natural Account'
Click on Natural Account
4. Click on 'New Natural Account'
Click on New Natural Account
5. Type the Natural Account Number required.
Type the Natural Account Number required
6. Type in the Description required, dependant on the charges the Natural Account is to be applied to.
Type in the Description required, dependant on the charges the Natural Account is to be applied to
7. Click on Open to select the 'Service Category' required
Click on Open to select the Service Category required
8. Click on the 'Service category' required.
Click on the Service category required
9. Click on Sub-Category if required to Drill down further.
Click on Sub-Category if required to Drill down further
10. For this example, we want to capture ANY Mobile charges
For this example, we want to capture ANY Mobile charges
11. Click on 'Create'
Click on Create
12. Click on 'New Natural Account' to create further Natural Account mapping
Click on New Natural Account to create further Natural Account mapping
13. Click on New Natural Account…
Click on New Natural Account…
14. Type the Natural Account Number required
Type the Natural Account Number required
15. Click on 'Natural Account Description'.
Click on Natural Account Description
16. Type in the Description required, dependant on the charges the Natural Account is to be applied to.
Type in the Description required, dependant on the charges the Natural Account is to be applied to
17. Click on Open to select the Service Category required
Click on Open to select the Service Category required
18. Click on the Service Category required
Click on the Service Category required
19. Click on Sub-Category if required to Drill down further
Click on Sub-Category if required to Drill down further
20. For this example, we want to capture Directory Charges
For this example, we want to capture Directory Charges
21. Click on 'Create'
Click on Create
22. Click on 'Edit'
Click on Edit
23. Uncheck Disabled to Enable this mapping
Uncheck Disabled to Enable this mapping
24. Click on 'Cancel'
Click on Cancel