The system maps some of the accounts automatically based on the account name and account balance: - where the account name on your chart of accounts is the same as an account name in your client's chart, and no other accounts exist with the exact same name.
- where the balance of an account in your chart of accounts is exactly the same as the balance of an account in your client's chart, where no other accounts exist with the same balance.
These mappings are displayed on the Map Accounts window with a icon in the status column. To re-allocate a system mapped account, select the account and click the drop-down arrow in the Map to column. If the system can't find an exact match, you'll need to map the account manually. The system may suggest accounts that you may want to map to instead. Accounts with suggested mappings are displayed on the Map Accounts window with a icon in the status column. For example, where the account name on your chart of accounts is similar to an account name in your client's chart, or is exactly the same as more than one account in your chart of accounts, the system will suggest If the account has not been mapped or no suggested mappings exist, a is displayed in the status column. Icon | Mapping status |
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| Automatically mapped by the system to the chart of accounts | | Possible mappings exist to the chart of accounts | | Has no mapping to the chart of accounts | | Mapped by the user to the chart of accounts | | Was previously mapped to the chart of accounts |
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