When you need to prepare your Chart of Accounts in Common Ledger, you have the option to use one of our templates. To use a template:
- At the Mapping page, select +Add Chart of Accounts with the chart drop-down set to *Client Chart*.
- Under the Chart Template dropbox, select your desktop General Ledger and enter a name for your Chart.
- The standard Chart will be shown. From here you can add new accounts by selecting +Add Row and you can remove a row by clicking on the - symbol to the right of the row. You can also edit accounts by editing the text fields.
- 5. Click Save. You are now ready to start mapping.