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This The Accounting Mapping feature allows users to display and map their chart of accounts in MSPBots then MSPbots, and use it to create widgets, bots, and dashboards. 

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This article is a guide on how to:

Access the Account Mapping feature

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

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This will take users to show the Accounting Dashboard, where they you can do the following:

• Use the data from

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• the integrated accounting software, and select a Financial Statement to map between Profit & Loss and Balance Sheet.
• Review all

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• sub-accounts that are displayed on the left

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• side.

• Select a Mapping Template.

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• The most commonly used templates are

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• for the following: 

  • Service Leadership SLI

  • Bering McKinley 

  • Encore 
    

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

• Users can also create new templates by clicking

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• the Edit Mapping Templates

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• 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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Use the mapped accounts

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To use the mapped accounts in widgets:

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