Add a subledger configuration for each assessment, fee, or prepaid bucket you need to track separately.
Adding Subledgers
Follow these steps to add subledgers:
In CINC, go to Setup > Subledgers.
OR
In CINC with universal navigation, go to Accounting > Setup > Subledgers.
The Subledgers Setup page displays. Click New.
Note: Use the Copy/Paste buttons to copy an existing subledger’s configuration from one association to another.
An empty row displays at the top of the table. Enter or select the following:
Description: Enter a name for the subledger. Controls how it displays in drop‑down lists across CINC. Click the Edit icon
to edit after saving.
Subledger Type: Select from the subledger types you configured on the Maintain Drop Down Options page.
Prepaid Account: Optional. Designates this subledger for a prepaid bucket. Only lists assessments with the Prepaid toggle enabled.
Check Code: Enter a unique code that directs payments to the selected assessment. This code also displays on the scanline on statements.
Online Payment: When enabled, the subledger is available for online payments.
Recurring Online Payment: When enabled, the subledger is available for recurring online payments.
Click Save.
Continue adding subledger configurations, as necessary.
Deleting Subledgers
Follow these steps to delete subledgers that are no longer necessary:
In CINC, go to Setup > Subledgers.
OR
In CINC with universal navigation, go to Accounting > Setup > Subledgers.
The Subledgers Setup page displays. Select the checkbox next to the subledger and click Delete.
Confirm the deletion when prompted.