Media Codes Setup

Modules>AccountingOverview>Accounting Setup>Media Codes

A media code used to track how something (usually an invoice or payment) arrives at or is received by the Association. A media code is different from a source code in that they do not track the impetus of an invoice/payment, merely the method by which it was received.

To add a media code, complete the following steps:

1. Go to the Accounting Overview page.
2. Click the Accounting Setup page hyperlink. This opens the Accounting Setup page.
3. Click the Add icon located on the media codes child form.This opens the Add - Media Code pop-up window.
4. Expand the media type drop-down menu and select which type of media code you are adding. The choices are Invoice, Payment, or Credit.
5. Enter the name of the media code in the media code field.
6. Click the Save button.The new media code has been added to the media codes child form and is now available in the Media Code drop-down menu in netFORUM.

Tip: Remember, media codes do not track what caused a customer to take action, they track how the customer received the information (by what medium.)