Chart of accounts

Map accounts

Map individual accounts

  1. From the menu, select
    Configuration
    , then
    Mappings
    .
  2. Select the hyperlink in the
    Name
     column for the map that includes the datasets you want to individually map.
    tip
    The
    Unmapped Accounts
     column shows whether the dataset has any unmapped accounts. You can apply a filter to show only datasets with unmapped accounts.
  3. In the grid in the left pane, select the check box in the first column for the account you want to map.
  4. In the right pane, select a tax account.
  5. Select the
    Map
     button. The status for the account in the
    Chart of Accounts
     grid changes from
    UnMapped
     to
    Mapped
    , and the
    Tree View
     in the
    Tax Accounts
     pane shows the mapped accounts directly beneath the tax account.
  6. Repeat these steps for each account you want to map.
  7. Select
    Save
     on the toolbar to save your changes.

Map a range of accounts

Range mapping lets you map groups of accounts in logical ranges to specific tax targets. When your charts of accounts change, the ranges are automatically mapped to new accounts on import.
  1. From the menu, select
    Configuration
    , then
    Mappings
    .
  2. Select the hyperlink in the
    Name
     column for the map you want to add a range to.
  3. Select
    Range Mappings
     from the
    Show
     dropdown list.
  4. On the toolbar, select
    Add New Range
    .
    note
    You can set up multiple ranges. If you do so, you must set range priority. Setting range priority ensures that accounts captured by more than 1 range are mapped only once.
  5. On the pop-up window, enter the account that starts the range in the
    From Account
     field, then enter the account that ends the range in the
    To Account
     field.
  6. Select whether the accounts are debit, credit, or both from the
    Dr/Cr
     dropdown list.
  7. Select
    ADD
     to add the range.
  8. The list of tax targets appears in a pane to the right of the screen. In the left panel, mark the checkbox next to the range you want to map.
  9. In the right panel, select the tax target for this range.
  10. Select the
    Map
     button.
  11. On the toolbar, select
    Apply Changes
    . Imported values for this range will now be mapped and flow into the account you selected.

This article applies to:

  • Product: ONESOURCE Corporate Tax
  • Subject: Chart of Accounts