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.
- In the top-left corner, click your site name then Accounting. Then click Integrations.
- Click Review Mappings.
- 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.
- You must have accounting administrator permissions to perform this task. See Accounting Roles and Permissions for more information.
Remove a Mapping
Remove a mapping that's no longer needed.
- You must have accounting administrator permissions to perform this task. See Accounting Roles and Permissions for more information.