• Engagements
  • Automatic documents
  • Document Manager
  • Print and save
  • Create files
  • Imports
  • XBRL
  • Annotation
  • 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

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