How To: Map Your Chart of Accounts to Another for Cost Reporting

First, navigate to the Account Mapping option under the Budget Tracking section in the left hand navigation menu.

Next, click the Create New Map button in the top right-hand section.

Now, from the Destination Chart of Accounts drop down menu, select the latest version of Studio Chart of Accounts you would like to map to.

Then, click Go To Mapping to start linking your accounts to the destination chart of accounts.

Now, at this point you have the option to Auto Map: The Auto Map buttons will map on a one-to-one basis where the project chart of accounts and the studio's chart of accounts match by account number or description. Auto Map by Account will look to the account numbers, Auto Map by Description will look at the descriptions.

Next, if Auto Mapping is selected a warning will appear asking you to confirm your current changes can be overwritten.

Now, If you would rather manually map your accounts, this allows you to map each account or group of accounts to the ones you prefer.

Then, if you decide to manually map, you may map multiple accounts of the same type to a single destination account.

Next, select the accounts you want to map and then in the top Map Destination drop-down select the studio account to link to.

Afterward, you may filter the accounts by the Mapped column set to No to see which accounts remain to be mapped. Then you may collapse the header account to hide entire ranges once mapped by clicking the triangle to the left of any given header.

Finally, when you are ready, click the Lock COA button. Once you lock the COA you will not be able to edit or change your mapping later.

That's it. You have successfully configured the Chart of Accounts Mapping in GreenSlate. If you have any questions or need more help, please visit our Help Center or reach out via email or chat.