You are here: User Help > Client File Setup > Assigning Mapping Numbers
-- User Help --
-- More Info --

Assigning Mapping Numbers

Mapping numbers are like a standard chart of accounts with all the applicable properties (e.g. leadsheet grouping, class, tax linkage) pre-assigned to these accounts. By assigning a map number to each of the client’s chart of accounts, all of the properties of that map number are autofilled for the client's account. In addition to being significantly faster than applying properties to each of the client accounts, this method ensures consistency and accuracy over all files.

The master template includes a default mapping database, which is used by some components of the templateAudit (e.g. Materiality document). A Mapping database in the master template permits the use of a master chart of accounts that is common to all client files while still maintaining the client specific chart of accounts.


  1. On the Working Papers Account tab, select Assign Mapping Numbers.

  2. Assign map numbers by selecting an account under Unmapped Accounts, selecting a map number under Mapping Numbers, and clicking Map.

  3. Click Apply to save the change to the working trial balance without closing the dialog.

  4. Repeat until the entire trial balance is assigned to the appropriate map numbers.

  5. Click OK.

This online help system applies to all Caseware Audit, Review and Compilation products. Not all features are available in all products.