Map account groupings and tax codes for your firm

If you have administrative permissions, you can map account groupings, tax codes, 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
    Setup
    from the main Engagement Manager toolbar, then select
    Mapping
    .
  2. Select a tab:
    • Account Groupings
    • Tax Codes
    • 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.

Related content

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close