Trial Balance

Map account groupings for your firm

If you have administrative permissions, you can map account groupings and account types for your firm. The mapping is applied to accounts if the Account Classification account grouping is imported from a spreadsheet or assigned manually in the Trial Balance screen.
  1. Select set up icon
    Setup
     from the main Engagement Manager toolbar, then select
    Mapping
    .
  2. Select a tab:
    • Account Groupings
    • Account type
  3. Double-click a cell in one of the following columns and select an option to add or edit:
    • Code
    • Code description
    • Subcode
    • Subcode description
  4. Repeat steps 2 and 3 to map any remaining items.
    You have several options to customize the Mapping screen display:
    • Select Show or hide columns to show or hide columns.
    • Select Show or hide Group Panel to show or hide the Group Panel. You can select and drag column headings to the Group Panel to customize the display.
    • Select Filter column display to filter a column display.

This article applies to:

  • Product: Cloud Audit Suite