Step 3: Mapping the Line Items

 

The next step, called row mapping, needs only to be done once, regardless of how often you load in new data (unless your accounts changed in your accounting system).  Row mapping is simply matching your chart of accounts to the accounts in the SurvivalWare model you are using.

 

If you have just completed Step 2 above, your company name will be displayed in the title line of the SurvivalWare Main Menu:

 

 

 

This title contains the name of the matrix file associated with your company.  If it is not there, simply click on File / Open Existing Company  to open your company.

 

More:

Loading the CSV files

The Mechanics of Row Mapping

Saving the Row Map File