--- schema_version: "1" id: 42cec88bc993cb4a480675aa779ac4727faae5499178fdf7ae4fb7d54df991cf title: Configure an Accounting Set for Recruiting and Admissions Fees collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/asl_recipe_accounting_set_ra_fees.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.asl_recipe_accounting_set_ra_fees.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 573ca2b47d53b3fed312c2269463441f7f43ffcd0947b69ec924211489b49327 description: For educational institutions, a key part of their mission is serving learners during their application journey and matriculation into a particular school. From on-campus to online learning—and especially within higher education—these institutions interact with prospective and enrolled students across the recruiting and admissions cycle. products: - Education - Cross Cloud release: "264" --- # Configure an Accounting Set for Recruiting and Admissions Fees For educational institutions, a key part of their mission is serving learners during their application journey and matriculation into a particular school. From on-campus to online learning—and especially within higher education—these institutions interact with prospective and enrolled students across the recruiting and admissions cycle.

REQUIRED EDITIONS AND USER PERMISSIONS
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Accounting Subledger

| User Permissions Needed | | | --- | --- | | To set up accounting sets: | Manage Accounting Subledger | Dimitri is the Director of Admissions at Astro University. As learners interact with his office, he uses Salesforce to process fees for applying to and enrolling in the university. Accounting Subledger helps him accurately track the flow of money, so that Astro's Finance department has all the information needed for financial reconciliation each school year. Follow Dimitri as he configures an accounting set to generate financial records that track incoming student fees. Requirement - Custom object for application fees such as enrollment fee. In this setup, Dimitri created the Application Fee custom object. 1. Plan your accounting set field mapping by filling out this table. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-accounting_subledger-264-0-0-production-enus/157531ff-70d1-4f66-a3f6-8bad55ae5e5d/images/icon_note.png) Note Dimitri mapped the fields based on his custom object for Application Fee, but you can map any custom object that you use to track fees.

Transaction Journal Field	Type	Dimitri's Application Fee Field	Additional Considerations
Amount	Currency	Fee Amount	—
Committed Date	Date	Application Date	—
Generate Expected Revenue/Expense	Checkbox	Future Fee?	—
Transaction Date (optional)	Date	—	—
Check/Reference Number (optional)	Text	Application ID	—
Payment is Paid	Checkbox	Paid Fee?	—
Written-Off	Checkbox	Refunded Fee?	—
Payment Scheduled Date	Date	Due Date	Must have a value on your object if Payment is Paid is deselected.
Payment Paid Date	Date	Payment Date	Must have a value on your object if either: Payment is Paid is selected. Written-Off is selected.
Payment Method	Text	Payment Method	—
Fund Name	Text	Fund Name	Must have a value on your object.

2. From the management settings for the object with the fields to map to transaction journal records, go to **Fields & Relationships**. - For each field in the previous table, confirm that your custom object has a field of a type that matches the corresponding transaction journal field. For example, the field to map to Committed Date must be of date type. - If your custom object is missing a required field or has a field of a different type, create a custom field. See [Manage Custom Objects](https://help.salesforce.com/s/articleview?id=platform.dev_objectedit.htm&type=5). 3. From Setup, in the Quick Find box, enter Accounting Sets, and then select **Accounting Sets**. 4. Click **New**. 5. Fill out these fields, and then click **Next**. | Field | Value | | --- | --- | | Name | Enter the name of your accounting set. In this setup, Dimitri calls it Application Fees. | | Number of Objects | Select **1 Object Model**. | | Primary Object | Select a fee object. In this setup, Dimitri uses the Application Fee custom object. | 6. Using the table you filled out in step 1, select values on the New Accounting Set page, and then click **Next**. Here's what Dimitri's mapping looks like. ![Example Accounting set fields for application fees](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-accounting_subledger-264-0-0-production-enus/157531ff-70d1-4f66-a3f6-8bad55ae5e5d/accounting_subledger/images/cookbook_ra_accounting_set.png) 7. Fill out these fields, and then save your changes. | Field | Value | | --- | --- | | Accounting Set Type | Select **Revenue**. | | Accounting Record Start Date | Select the earliest date from which you want Accounting Subledger to process records. | | Default Accrued Account Code | Enter the name of the fund to use for future fees. | | Default Write Off Account Code | Enter the name of the fund to use for refunded fees. | | Expected Cash Flow Grouping | To view expected future fees, select **Group By Fund Account and Due Date**. | 8. On the Accounting Sets page, next to the accounting set that you created, click ![Show Actions icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-accounting_subledger-264-0-0-production-enus/157531ff-70d1-4f66-a3f6-8bad55ae5e5d/resources-product/images/show_more_actions_icon.png), and then select **Activate**.