In order to map financial objects to the Ledger, they must have an Account lookup field. This is because the Payee/Payor field on the Transaction object relies on the account field to populate in the Ledger. Some objects already have an Account lookup; however, the ones which do not can have a lookup added to them.
Adding Account Lookups to Financial Objects
Objects like Expense, Damage, Lien, and others will need Account lookups added to their Fields & Relationships section in Object Manager. To do this, follow the steps below:
- Click the Setup Cog and click Setup.
- Search for and click Object Manager.
- Type the object which needs a lookup added in the Quick Find bar.
- Click the object label.
- Click Fields & Relationships.
- Click New.
- Select Lookup Relationship.
- Click Next.
- Select Party from the Related To picklist.
- Click Next.
- Click Next on the remaining steps (steps 3 - 6).
- Click Save.
- Click Cancel or exit the tab.
- The object will now have a lookup to Account and can be mapped properly.