Mapping Studio

Open it from Step 2 Mapping on the Overview. Every ledger in your trial balance needs a place in the reporting structure before statements are reliable.

The queue

• Tiles at the top filter the queue: Flagged, Needs review, Auto-mapped, Confirmed, Ignored and All.
• Search by ledger name or amount, sort by amount or recent change, and narrow by statement (P&L, Balance Sheet, Cash Flow).
• Run AI mapping maps ledgers that are not mapped yet.

Reviewing one ledger

• Pick a ledger to see its AI suggestion, the statements it feeds, its group and sub-group, and (for P&L ledgers) cost nature and behaviour.
• Use Apply mapping & Next (or Ctrl/⌘ + Enter) to save and move on. Use ↑ / ↓ to move through the queue.
• Ignore leaves the ledger out of the statements.
• Need a group that does not exist? Use + New group, name it, and pick the statement line it belongs on (for example Deferred Tax Asset). + New sub-group adds a name under the line you already have selected.
• When the queue has more ledgers than fit on screen, scroll to the end or select Load more.

In bulk

Tick Select to select every ledger in the current filter. When more than one is selected, the actions read Confirm (All) and Ignore (All).