Map report codes to your client's chart of accounts
Map practice-wide report codes to each of your client's chart of accounts for more detailed and accurate report templates.
To map accounts to different report codes:
- Open the client's organization you want to edit the report codes in.
- In the Settings menu, select General Settings.
- Under Reports, select Report Codes.
- Select the checkboxes to the left of the accounts you wish to map to a single report code.
- Click Edit Mapping.
- Select a report code to view the codes underneath it, one level at a time. Review the report code descriptions on the right-hand pane.
- When you have selected the report code that best matches the accounts you are mapping, click OK.