Account Mapping
Map each line of the imported trial balance onto an analysis category, and choose whether it is cost of materials, an operating expense, revenue, or excluded. Mappings are remembered, so only unrecognised lines need attention on later imports.
Not built yet
PlannedThis screen is part of the agreed layout but has no working content yet. It is waiting on the trial balance, which will settle the categories and the shape of the data before any of it is built.