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