How To Use Mapping Sheets

Written By Anna Schubert

Blogs pasUNITY Integrations

UPDATE: Last modified on 1/16/2017 11:46:25 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.

2021-06-24 20:49:39
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