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      • 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
Vous êtes ici: Help Topics > Engagements > Mapping and grouping

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

Get 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

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