• Engagements
  • Automatic Documents
  • Document Manager
  • Print and Save
  • Create Files
  • Imports
  • XBRL
  • Annotations
  • Issues
  • Roles
  • Accounts and Balances
  • Journal Entries
  • Mapping and Grouping
    • About Mapping
    • Group Number Properties
    • Groupings Database
    • Map Number Properties
    • Mapping Database
    • Mapping / Grouping Balances Worksheet
    • Assign Accounts to Map and Group Numbers
    • Create Group Numbers
    • Create Map Numbers
    • Purge Map Numbers
    • Set Up Flips
    • Tag Map and Group Numbers

Mapping and Grouping

Import your client's accounts and reassign them based on your organization's mapping structure, then group together accounts that share properties.

Overview

• About Mapping
• Group Number Properties
• Groupings Database
• Map Number Properties
• Mapping Database
• Mapping / Grouping Balances Worksheet

Getting Started

• Assign Accounts to Map and Group Numbers
• Create Group Numbers
• Create Map Numbers
• Purge Map Numbers
• Set Up Flips
• Tag Map and Group Numbers