• Mapping and Grouping
  • About Group Numbers
  • Mapping Overview
  • Using Mapping Numbers
  • Mapping Database Purge
  • Using Wildcards
  • Engagement Mapping Interface
  • Engagement Grouping Interface
  • Assign Mapping Numbers, Assign Groupings and Assign Tax Export Codes Dialog
  • Assigning Map Numbers to Accounts
  • Assigning Accounts to Leadsheets
  • Creating Map Numbers
  • Deleting Map Numbers
  • Creating Group Numbers
  • Deleting Group Numbers
  • Customizing Grouping Names
  • Creating Calculated Map Numbers
  • Creating Calculated Group Numbers
  • Adding Tags to Mapping and Grouping Numbers
  • Modifying the Structure of Map Numbers
  • Creating Purge Criteria
  • Deleting purge criteria
  • Purging Map Accounts
  • Select Map No
  • Mapping/Grouping Balances
  • MP Database
  • Properties for/New Mapping Number dialog
  • Insert/Modify Group Number dialog
  • Purge Criteria
  • Editing purge criteria
  • Deleting purge criteria
  • Converting Local Map Numbers to those used in a Template
  • Account Mapping Method of Completion
  • Making Prior Year Adjustments to Mapping and Groupings
  • Setting Flips in the Mapping and Grouping Database

Assign Mapping Numbers, Assign Groupings and Assign Tax Export Codes Dialog

To access the Assign Mapping Numbers dialog, select Account | Assign Mapping Numbers. To access the Assign Grouping Numbers or Assign Tax Export/M3 Code/GIFI Numbers dialog, select Account | Assign Groupings and choose the relevant option from the drop down menu.

Use this dialog to drag and drop accounts to map numbers, leadsheets, group numbers, tax codes, M3 codes (US) or GIFI codes (Canada). Once assigned, you can make changes by clicking on the account and dragging it to a different number or code without having to unassign it first.

Number	Description
	Entity: In a consolidated file, select to display unmapped accounts for the entity.
	Period Drop Down: Select to display unmapped accounts for the selected period. Options allowed vary based on the date settings established in the engagement properties.
	Flip/Normal: Select Flip to change the account view to display all unassigned flipped accounts. Accounts can then be assigned to the appropriate grouping. Flipped map/group numbers show calculated flip balances (as if they were being shown on an automatic document or from CaseView). This means the accounts assigned to a map/group number may not total up to the flip map/group number. All accounts assigned to a map/group number are displayed, even if it is does not contribute to the map/group number. Note: Account numbers that no longer contribute to their map/group number still show their full balance. Select Normal to change the account view to unassigned accounts.
	Select Tag: Select the applicable tags to filter the list of map numbers. Tags selected are saved until cleared. Tip: You can filter on unassigned map or group numbers by selecting the untagged numbers filter.
	Search Filter: Search for accounts by name or mapping number.
	Unassigned/Unmapped Accounts: Displays all unassigned/unmapped accounts. Mapping, L/S or Group Numbers: Lists all existing map, group or leadsheet numbers, tax or GIFI codes and the assigned accounts, arranged in a tree structure. Names in bold indicate mapping numbers used as titles. This easily differentiates from map numbers whose behavior is set to Title and those that are not.
	Apply: Click Apply to make changes to the working trial balance without closing this dialog. You can assign or unassign multiple accounts in one session.
	Map: Select Assign to add accounts to a number or code, or Unassign to remove them.

Related Topics

• Engagement | Mapping Interface
• Engagement | Groupings Interface