Step-by-Step Guide to Mapping Account Codes
Step 1: Organize Using Sub-Accounts
Create sub-accounts for categories or account types.
Assign identical codes to the appropriate sub-accounts.
This structure allows for easier navigation and organization during consolidation.
Step 2: Use the Search Function
Access the account codes list for an entity.
Use the search bar to enter keywords or codes you need to match.
Quickly locate and select matching codes to save time and avoid scrolling.
Step 3: Perform Manual Verification
After using the search and sub-account methods, manually verify that all codes are mapped correctly.
Check for consistent categorization and ensure no duplicates exist.
By following these steps, you can effectively manage account code mapping across entities, ensuring smoother group consolidation and improved efficiency.