This article will walk you through the steps for resolving common revenue configuration-related errors, including the "Payment Type does not share an accounting package with Revenue Item" error.
Many of these errors stem from improper setup of accounting packages, as all of your revenue type codes must be assigned to an accounting package. This includes revenue items, adjustment types, payment types, and account codes. If these are not assigned to an accounting package, you can either go in and manually assign each of them, or send a request to our support team so our data team can assign them in bulk for you. There is no cost associated with this task.
If you do not have an Accounting Package set up, you will need to create one. It is no longer optional to have an Accounting Package; they are required.
If your Revenue configuration settings are not set up correctly, this can lead to a variety of issues across MC Trade such as:
- Form submissions not going through
- Event registrations not going through
- Payments in the member portal not going through
- "Payment Type does not share an accounting package with Revenue Item" errors
If you are experiencing any of these issues, please follow the troubleshooting steps below.
Revenue Item Not Assigned to Accounting Package
To make sure your Revenue Item is assigned an Accounting Package:
- Navigate to Admin > Manage Codes.
- Next, select Revenue Codes > Revenue Items.
- Find the revenue item that you are using while producing the issue and make sure it has an accounting package assigned.
- If it does not, assign one by selecting Action > Edit and then choose an Accounting Package from the dropdown menu on the following page and click Save.
Payment Type Not Assigned to Accounting Package
To make sure your Payment Type is assigned an Accounting Package:
- Navigate to Admin > Manage Codes.
- Next, select Revenue Codes > Payment Types.
- Find the Payment Type that you are using while producing the issue and make sure it has an Accounting Package assigned.
If you are experiencing the "Payment Type does not share an accounting package with Revenue Item" error, make sure the Accounting Package selected here matches the Accounting Package that you assigned to the Revenue Item that is being used on the invoice that produced this error. - If it does not have one assigned, assign one by selecting Action > Edit and then choose an Accounting Package from the dropdown menu on the following page and click Save.
Default Payment Type Not Selected in Online Payment Settings
To confirm you have selected a Default Payment Type in Online Payment Settings:
- Navigate to Admin > Global Settings.
- Next, select Online Payment Settings.
- Select Online payment's payment type and make sure there is Payment Type selected in the dropdown.
Default Payment Type Not Selected in Accounting Package
To confirm you have selected a Default Payment Type in your Accounting Package:
- Navigate to Admin > Global Settings.
- Next, select Accounting Packages.
- Now find the Accounting Package you're using and select Actions > Edit.
- On the following page ensure a Default Payment Type has been selected from the Default Payment Type dropdown menu.