Mapping and Grouping
How Do I?
- Creating Map Numbers.
- Creating Calculated Map Numbers
- Assigning Map Numbers to Accounts
- Converting local map numbers to template map numbers
- Creating Purge Criteria
- Deleting a Map Number
- Setting Flips in the Mapping/Grouping Database
- Selecting a Mapping Completion Method
More Info >>
Mapping numbers are similar to a standard chart of accounts with all the applicable properties (e.g. leadsheet grouping, tax linkage) pre-assigned to these accounts.
Purging removes map accounts from the client file. Purging the accounts results in smaller client files and will make some operations such as assign mapping faster and easier.
Working Papers provides 10 custom groupings that can be used to group accounts together (Group 1 to Group 10). Group 1 is always defaulted to the leadsheet grouping (grouping of accounts by leadsheet number and contains the leadsheet numbers used in the preparation of a working paper file.
Wildcards enable you to display all or selected group numbers on a leadsheet. The type of group numbers displayed depends on the Grouping type specified in the document settings.