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Apply mapping in reports

V
Written by Vaishnav Gupta
Updated over 4 months ago

Once the new chart of accounts is defined, you can create reports mapped to the new structure. To do so:

  1. Open the FinBoard plugin.

  2. Click on Create report.

  3. Select Yes for the Apply mapping option.

  4. Click Create report in the popup to confirm.

This applies the mapping and generates financial statements based on the new categories.

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