Now we have configured the structure of our reports, we are ready to start mapping the underlying GLAs to the right classes. This is done through Setup > Mapping.

The mapping is done by selecting one or more GLAs on the left hand side (or use Shift), selecting a class on the right hand side and confirming by the Save mapping button top right.

The goal here is to make sure all GLAs are mapped, as this will result in a Zero balance sheet. Use the Unmapped tab or search functionality to navigate quickly through the remaining accounts. A red indicator will be shown if there are still unmapped GLAs.

https://www.youtube.com/watch?feature=shared&v=R1qYxdXlVbk

<aside> 💡 Make sure to complete the mapping for the Profit & Loss statement and Balance Sheet first. The Cashflow statement is mapped by references to those statements (indirect method). Find more details here.

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👉 Now you are ready for the next step (5/6):

Step 5: Invite team members (bonus)