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Review Mappings

Review the accounts you've mapped with Accounting.

  • You must have accounting administrator permissions to perform this task. See Accounting Roles and Permissions for more information.
  • Integrate your ChMS with Accounting.
  1. In the top-left corner, click your site name then Accounting. Then click Integrations.
  2. Click Review Mappings.
  3. Review your mappings to make sure all accounts from your ChMS match their Accounting equivalents.

Edit a Mapping

Review a mapping's checking and offset accounts, and make changes to them if necessary.

  1. In the top-left corner, click your site name then Accounting. Then click Integrations.
  2. Click Review Mappings.
  3. Click the More Options ellipsis and select Edit.
  4. Select one or both of the following if they are incorrect:
    • Checking Account
    • Offset Account
    Note: The core account is required. Any other empty segments display as "00" after you save.
  5. Click Save.

Remove a Mapping

Remove a mapping that's no longer needed.

  1. In the top-left corner, click your site name then Accounting. Then click Integrations.
  2. Click Review Mappings.
  3. Click the More Options ellipsis and select Remove.
  4. To confirm, click Remove again.
    Note: After you remove a mapping, any deposits you push to Accounting that use the program associated with the mapping will put it back. When that happens, you'll need to remap.