How do I quickly copy Mapping Accounts in Schedules?

Published: 19/08/2016

Answer:

Follow these simple steps to copy mapping accounts in a standard schedule:

In the Financial Statements on a schedule, ensure rows are inserted with the property 'Link to Map'.
Instead of clicking on the drop down and searching for the mapping account, switch to Caseware (Alt+Tab).
In Caseware go to Account | Assign Mapping Numbers.

Find the Account with the total you would like to pull through to the schedule.
Right-click on the Mapping account and select Properties.
Copy (CTRL+C) the Mapping Number. (See illustration below)

Switch back to the Financial Statements (Alt+Tab)

Click on the input cell first where the mapping number should be shown in the row.
Then in CaseView's formula bar paste (Ctrl+V) the mapping number and press enter. (See illustration below)

The description and balances should now pull through to the schedule. Repeat the above steps for the rest of the accounts required and the schedule will be created in a minimal amount of time.

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