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The Accounting Mapping feature allows users to display and map their chart of accounts in MSPbots, and use it to create widgets, bots, and dashboards. Only users with a Financial role can use this feature. 

This article is a guide on how to:

Access the Account Mapping feature

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To access this feature, go to Settings > Accounting Mapping.

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This will show the Accounting Dashboard, where you can do the following:

• Use the data from the integrated accounting software, and select a Financial Statement to map between Profit & Loss and Balance Sheet.
• Review all sub-accounts that are displayed on the left side.

• Select a Mapping Template. The The most commonly used templates are for the following: 

  • Service Leadership SLI

  • Bering McKinley 

  • Encore 
    

  • MSP Finance Team 
  • N-able Benchmark 
  • Taylor Business Group TAAP
  • Technology Marketing Toolkit
  • TruMethods 

• SLI and Bering McKinley. Users can also create new templates by clicking the Edit Mapping Templates link on the upper right corner of the dashboard. 

  Note
  Contact our Support Team after creating your mapping template so they can help you integrate it with the mapping data.

  
  

• Categorize sub-accounts by dragging them to the mapping template.
  
  

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1. On the MSPbots app, go to Widgets.
2. Select a widget, go to Dataset, and select mapped from the Dataset drop-down list.
   
3. Select the map in the Column Name field.
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