How Do You Map Your Chart of Accounts? Follow
How to Map Chart of Accounts
Mapping your Chart of Accounts in AutyFi is a crucial step for ensuring that your financial data is accurately integrated and reported. This process allows you to upload your standard list of accounts and configure your data normalization preferences. By correctly setting up the Chart of Accounts, you enable better data comparability between different locations, making your financial management more streamlined and efficient. Follow the steps outlined to seamlessly upload and map your Chart of Accounts, and ensure precise and consistent financial reporting within AutyFi.
Step-by-Step Guide
Log In and Access Organization Settings
- Open Browser: Launch your web browser and go to the AutyFi login page.
- Log In: Enter your username and password, then click the Log In button.
- Select Organization: Click the organization icon at the top right corner, then choose the desired organization from the dropdown menu.
Go to Normalization List
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- Gear Icon: In the Organization section, click the gear icon at the top right corner.
- Add New: Click on Add New.
- Normalization: From the options, select the Normalization section to access the Normalization List page.
Steps to Use Normalization List
- Select the account type (e.g., Assets, Payments) from the dropdown menu.
- Map your accounts to the selected category by entering the account names.
- Click Save to finalize the mappings.
AutyFi Normalization Benefits
- Map Accounts: Align your Standard Chart of Accounts with categories like Assets, Payments, and Liabilities.
- Improve Report Accuracy: Ensure all financial reports are correctly organized and accurate.qw
Tips
- Double-check your mappings to prevent errors in financial reporting.
- Update the Normalization List if there are changes in your Chart of Accounts.
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