Chart of accounts

Review and fix how source accounts map to GL codes so statements and KPIs stay accurate.

Where: /data/accounting/chart-of-accounts (reachable from Data → Accounting Data; the old /chart-of-accounts link still redirects here) — review and fix how source accounts map to GL codes.

Overview header shows total accounts, source platform, jurisdiction, accounting framework, COA status (with attention count), fiscal year, and currency.

Tabs: All, Successfully Mapped, Requires Attention (missing/invalid mappings), and FigureFlow Review (reviewers only).

Find & view: Use the Search field; switch between Table and Hierarchy views; adjust page size (25/50/100/200).

Fix a mapping

1. Click an account row (or its Edit button).
2. In the modal, review the current name, type, and mapped indicators; optionally edit the display name; click Proceed.
3. Click Change Classification, pick a candidate (each shows code, type, category path, and related indicators), then Save.
4. Click Done (changes auto-save).

Full Remap: Click Full Remap (header) to re-map the whole COA and rebuild downstream financials.

Export: Use the Export dropdown → Export All Accounts or Export Unknown Accounts.

TIP

The "Requires Attention" queue is where unmapped/ambiguous accounts surface — clearing it keeps your statements and KPIs accurate.