Overview

In order to effectively use the external reporting feature, the Admin User / Admin Owner must add mapping and export codes. Benchmark codes are an additional feature if your firm prepares benchmark or analytical reporting for clients across industries, for example.      

It is important to note that the mapping code is linked to the export code, meaning that when the mapping code is picked up in a matching rule, the associated export code will also be tagged against the account for each external reporting system. The benchmark code is not linked to the mapping code and therefore, must also be stipulated within the matching rule in order for it to be attached to an account. 

Refer to the below sections for more information as to the purpose of these codes and how to add them. 

Accessing relevant section in the Admin Centre

Navigate to the Active Platform home page.

Click on your name icon and press Admin Centre. 

Click on Account Mapping under the Firm banner. 

Active Workpapers ships with the below screen. 

Mapping codes

This is the firm set of codes that are used to map accounts to the external reporting system. Unlike account types, it is customisable and can go to more levels of detail if required.

Active provides a default list of mapping codes for firms to use, however admin users are able to add to these mapping codes as appropriate. 

To add mapping codes, navigate to the Mapping Codes tab and click + New Mapping Code. 

The below screen will pop-up.

Enter in the details, including the Code, Friendly Name and the correlating mapping code for each external reporting system.

Click Save and Close.    

This will be saved as a mapping code.

Benchmark codes

This is a customisable set of codes designed to correlate information across clients by industries or other business subsets and are used to tag accounts for benchmark or analytical reporting purposes.     

To add benchmark codes, you need to first add a benchmark code set, for example Motor Vehicle Dealerships or Dentists. Navigate to the Benchmark Codes tab, click on the dropdown and select Add New Benchmark Code Set. 

The below screen will pop-up. Enter the name of the benchmark code set and click Save and Close. 

For this example, we will use Motor Vehicle Dealership. 

Note: You can have multiple benchmark code sets. 

From here, you can click + New Benchmark Code. 

The below screen will pop-up.

Enter in the details, including the Code and Friendly Name. For the first example, we will do one for retail car sales that are new.           

For the second example, we will do one for government car sales that are new. 

Click Save and Close.

These will be saved as benchmark codes.

Export codes

These are the codes used when exporting to another reporting system (e.g. Xero or Accurri). For Xero, it will equate to their report codes. For Accurri, it equates to a standard mapping code they use for identifying accounts.

To add export codes, navigate to the External Reporting tab, click on the dropdown and select the relevant external reporting system. 

Note: For information on how to add an external reporting system, see the administrator article: How to enable the external reporting feature. 

Once the appropriate external reporting software is selected, enter the export codes to the right of the mapping codes by clicking on the relevant line.

Enter the export code for each external reporting system that relates to the mapping code.  

Click Save and Close. 

The export code will now show next to the mapping code of the relevant line.

Next steps

Now that you have established your mapping, export and benchmark codes, you must review and customise your matching rules to ensure the appropriate accounts are linked to these codes.    

For information on how to do this, see the administrator article: How to customise matching rules.