BankRec

Mapping Your Data

Mapping Your Data

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Mapping Your Data

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Mapping Overview

Bank Reconciliation conforms to your data, not the other way around. In the mapping process, you tell Bank Reconciliation what each field of your data represents. This process only needs to be performed once for each unique layout of your data.

 You can use the default template or one of the other 'user-defined' mapping templates.

Before You Begin

Required:

1.You have created your own account (not using the Sample account).

2.You have already imported your bank or general ledger data.