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Working with mapping and grouping

Financials provides functionality that enables you to work with the mapping or grouping that is used to organize financial data.

Specifying the mapping or grouping to build the statements

You can specify the mapping or grouping to use when building the financial statements.

  1. In the Document Manager, open the CL - Organization standards document.
  2. From the Organization Settings pane, select General Settings.
  3. In the Financial statement and note table settings section of the General Settings pane, from the Grouping used to build the statements drop-down, select the mapping or grouping that you want to use.
  4. To ensure that users cannot change the mapping or grouping, click the Lock icon next to the Grouping used to build the statements drop-down.

The selected mapping or grouping is used in the client file when financial statements are generated.

Specifying the mapping number calculation

You can specify the method to use when calculating mapping numbers. You can either round each mapping number and then add them together, or add the mapping numbers and round the result.

  1. In the Document Manager, open the CL - Organization standards document.
  2. From the Organization Settings pane, select General Settings.
  3. In the Financial statement and note table settings section of the General Settings pane, from the Calculated mapping numbers drop-down, select the appropriate option.
  4. To ensure that users cannot change the mapping number calculation, click the Lock icon next to the Calculated mapping numbers drop-down.

The specified calculation method is used.