pasPortal: How To Use Mapping Sheets

How To Use Mapping Sheets

Written By Gary Fletcher

UPDATE: Last modified on 2/11/2022 9:26:40 AM

Here is how to edit your mapping sheets.

Navigate to your mapping sheet tab - it might be located under another tab or next to your integrations
If a mapping sheet has some missing accounts will have a red “!” exclamation point next to their names
Click on the name of the mapping sheet to open it
The mapping sheet is divided into 5 parts:
- 1 – Controls – where you are able to check the mapping sheet out, save it, add and delete lines
- 2 – Indicators – where we identify if an account will have normal processing or reversed
- 3 – Mapping – where you will enter the codes and map them to your chart of accounts
- 4 – Unmapped Accounts – codes that are not on your mapping sheet and need to be entered
- 5 – Status bar – alerts you to the status of the report and alerts you to any issues

IMPORTANT: Every code must have a destination account

To start the modifying your mapping sheet, click on the key with the blue arrow to check it out for editing
Once you do that the other buttons that were grayed out will be available
Click on the “Add Line”, this will add a line to the bottom of the mapping sheet
Enter the missing code under the “Source Account” column.The code must be entered exactly as it appears on the unmapped account side. You can confirm that the spelling is correct when you move to another line, the code should turn from red to green if it is spelled correctly
Enter your “Destination Account” and any other analysis codes pertinent to your reports
Once you are done entering all missing codes, click on the key with the green plus to save and check in the mapping sheet
IMPORTANT: Changes will not take effect until the mapping sheets has been checked in

Things to keep in mind:

When entering multiple codes onto the mapping sheet, save your work frequently by clicking on the save button
If a line is accidentally deleted, it can be recovered by clicking on the key with the red dash, this will discard any changes made and check the mapping sheet back in
After the mapping sheet is edited, it will keep the name of the last person editing and the time on the upper right corner
There are many other features, such as wild cards and macros that I’ll talk about on my next blog.