Portal prevents duplicate account codes but inconsistent formatting will result in redundancies*. Check with your organization for the correct format.
If using an integration and multiple deposit accounts, you may need to add account codes prior to building items. If account codes are automatically generated by the integration in Portal, audit the deposit account assignment. If not checked, payments may default to the general deposit account.
Add an Account Code
- Go to Inventory > Account Codes.
Check for the Deposit Account
Click + NEW ACCOUNT CODE and click Deposit Account. If the deposit account is not listed, contact support@revtrak.zendesk.com. Do not proceed until the deposit account shows in Portal.Check for the Account Code
Under the Full Code column label, change the search field’s filter (funnel button) to “Contains”. Enter the account code. We recommend searching for a part of the code as varying formats may have been added if not regulated (e.g. search for “345” to yield both formats of the same code, 1-23-345 and 1.23.345).→ If the account code exists and is correctly formatted, no action is needed (do not add new).
→ If the account code exists and is incorrectly formatted, change to the correct format.
→ If the account code does not exist, proceed to next step.
- Click + NEW ACCOUNT CODE to open the editor.
- Next to Full Code, enter the correctly formatted full code.
- Next to Short Code, enter a nickname that is succinct and relates to the associated fees.
- Next to Deposit Account, select the applicable deposit account.
- If using an integration or other features, complete necessary fields.
- Click UPDATE to close the editor.
For training or assistance with account codes, contact support@revtrak.zendesk.com.
*To view possible redundancies, use the search field under Full Code by changing the filter to "Contains". Searching for a partial account code is recommended to see varying formats.