Before you begin, make sure you:
Complete your Group Reporting Templates account setup
Verify companies are connected via Xero or QuickBooks integrations
Review chart of accounts structures for each entity requiring mapping
Consider consolidation requirements and reporting objectives strategically
Have appropriate administrative permissions for account mapping configuration
Understanding account mapping
Account mapping creates the bridge between your standardised group reporting template and individual company accounts. This process enables GATHER.nexus to aggregate financial data from multiple entities into professional, stakeholder-ready consolidated reports.
Two pathways to account mapping excellence
GATHER.nexus provides flexible access methods accommodating different workflow preferences.
Method 1: Via Setup Group Accounts
Navigate to your templates dashboard where all created templates await account mapping configuration.
(Your Group Reporting Templates dashboard showing "demo template 3" with the "Setup Group Accounts" link highlighted, providing the primary pathway to account mapping.)
Optimal for:
Post-template creation mapping workflows
Systematic mapping across multiple templates
Reviewing and updating existing account relationships
Planned mapping sessions with dedicated time allocation
Click Setup Group Accounts to access the comprehensive mapping environment for template-specific account connections.
Method 2: Via Update & Map Account
Proceed directly from setup template to mapping through integrated workflow design.
(The "Update & Map Account" button highlighted provides seamless transition from template creation to account mapping configuration.)
Optimal for:
Immediate mapping following template creation
Streamlined end-to-end template setup processes
Continuous workflow from design through implementation
Efficient single-session template completion
Click Update & Map Account to save template structure and immediately transition to mapping configuration.
Mastering the Group Accounting Mapping interface
Both access methods deliver you to the sophisticated Group Accounting Mapping environment designed for efficient, accurate account relationship management.
(The Group Accounting Mapping interface for "Demo Group: demo template 3" displaying comprehensive mapping environment with GRT Accounts, company selection, and available account structures.)
Interface architecture for mapping success
Left Panel - GRT Accounts: Group reporting template accounts requiring mapping relationships
Centre Panel will show the mapped accounts
Right Panel - Company Accounts: Connected companies accounts, you can switch between the companies and also refresh the accounts to get the latest ones.
💡Tip: Mapping screen can be navigated by Account type (Revenue, Expenses, Assets). You can switch to All to view all GRT Accounts and Company accounts.
Step 1: Group Reporting Template account review
Examine your Group Reporting Template structure prior to mapping:
(The GRT Accounts section displaying Revenue structure including "100 - Operating Revenue", "4100 - Intercompany Revenue", and "4101 - Demo Revenue" prepared for company account mapping.)
Strategic review considerations:
Account Hierarchy: Understand group template structure and logical relationships
Scalability Planning: Plan mapping approach for consistency across multiple entities
Step 2: Drag-and-drop mapping execution
Complete account mapping using intuitive drag-and-drop functionality:
Advanced Mapping Capabilities:
Drag-and-Drop Interface: Simply drag company accounts to corresponding group template accounts
One-to-Many Relationships: Map multiple company accounts to single group template accounts
Visual Confirmation: Immediate visual feedback confirms successful mapping relationships
Flexible Assignment: Easily modify or reassign mappings for optimal account organization
(The mapping interface demonstrates connection between Group Reporting Template accounts and company accounts, with mapping areas highlighted for "100 - Operating Revenue" and "200 - Sales" relationships.)
Step 3: Preview and validation functionality
Comprehensive mapping preview
Utilize preview capabilities for mapping validation before activation:
(The Preview button highlighted enables comprehensive review of account mapping configuration before final implementation.)
Preview advantages:
Complete Visualization: View all mapping relationships in unified interface
Error Detection: Identify unmapped or incorrectly mapped accounts before activation
Relationship Validation: Confirm mapping logic aligns with consolidation requirements
Documentation Generation: Create mapping reports for audit and compliance purposes
Step 4: Mapping activation and implementation
Simply save your mapping by clicking on Update button:
(The Update button highlighted finalizes mapping process and activates account connections for automated consolidated reporting.)
Mapping status monitoring
Real-time mapping progress tracking
Monitor mapping completion through status indicators integrated within templates dashboard:
(The templates dashboard displaying "demo template 3" with mapping status "1 Mapped | 30 Unmapped" indicating current progress and remaining configuration requirements.)
Status:
1 Mapped (Green): Successfully configured account mappings ready for consolidation
30 Unmapped (Red): Accounts requiring mapping configuration for complete consolidation
Advanced mapping management
AutoMap with AI: Intelligent mapping suggestions utilizing Microsoft Azure AI technology, click here to view the user guide of Auto-Mapping with GATHER AI : Link
Refresh Accounts: Update for current company chart of accounts
Company Filtering: Entity selection during complex multi-company mapping projects
Bulk Operations: Efficient management of multiple account mapping relationships simultaneously
Common Questions
Q: Can multiple company accounts map to one group account?
A: Absolutely. This many-to-one mapping is fundamental to consolidation, allowing detailed tracking while maintaining clean consolidated presentation.
Q: How do I handle accounts that don't fit standard group categories?
A: Use account management tools to create custom group template accounts or modify existing categories accommodating unique business requirements.
Q: What's the optimal approach for mapping similar companies efficiently?
A: Establish mapping patterns with your first entity, then apply consistent logic across similar companies while leveraging AI suggestions for efficiency.
Q: How do I manage new accounts added to a Connected company?
A: Utilize "Refresh Accounts" functionality to update available accounts, then map new accounts to appropriate group categories immediately.
Q: Can I modify mappings after consolidation activation?
A: Yes, mappings remain fully editable. Changes affect future consolidations while preserving historical data integrity.
What's Next ?
With comprehensive account mapping completed, unlock advanced capabilities:
Automated Consolidation: Generate Consolidated reports without manual intervention
Multi-Entity Analytics: Create management reports with consistent Report formatting across all entities
Scalable Growth: Rapidly onboard new entities using established mapping methodologies
Your account mapping foundation now supports strategic financial intelligence driving informed business decisions across your entire multi-entity organization.
Have questions or need assistance❓
Contact our support team at support@gather.nexus