Introduction

Report Code Mapping is used in Financial Dashboard to tell the system where receipt codes and object codes should display on the related report lines and categories.

This article provides a quick overview of how to access Report Code Mapping and add or update a mapping when needed.


A. Problem Statement

A report code may need to be mapped when a receipt code or object code is missing from the expected report line, displaying under the wrong category, or needs to be adjusted so it rolls into the correct location within Financial Dashboard.


B. Solution

Use the Report Code Mappings screen to add, edit, search, or review existing mappings.


Step 1: Open Report Code Mappings

Open Financial Dashboard.

From the left menu, select Administration.

Select the Report Code Mappings tab at the top of the page.


Step 2: Review Existing Mappings

The Report Code Mappings grid displays the current mappings that are already set up.

Common fields include:

  • Receipt - Used for revenue-related mappings.
  • Object - Used for expense-related mappings.
  • State Line # - The state report line or category tied to the code.
  • CF Line # - The cash forecast or general fund line/category tied to the code.


Use the search box or column filters to locate an existing mapping before adding a new one.


Step 3: Add a New Mapping

Click the plus button in the upper-right corner of the Report Code Mappings grid.

Enter the applicable Receipt code or Object code.

Select the correct State Line # from the dropdown.

Select the correct CF Line # from the dropdown.

Click Save.


Step 4: Update an Existing Mapping

Find the mapping in the grid.

Click the pencil icon on the right side of the row.

Make the needed changes.

Click Save.


C. Best Practices

  • Search for the code first to confirm whether a mapping already exists.
  • Confirm whether the code should be entered as a Receipt code or Object code.
  • Verify the correct State Line # and CF Line # before saving.
  • After saving, search for the mapping again to confirm the change was applied.


D. Troubleshooting

I cannot find a code.

Use the Search box or filter the Receipt/Object column. If the expected mapping does not display, clear any active filters and search again.


The code is displaying under the wrong category.

Edit the mapping and confirm the correct State Line # and CF Line # are selected.


I am not sure which line to select.

Confirm the expected report line or category before saving the mapping.


E. Related Articles

None at this time.


Conclusion

Report Code Mapping allows receipt codes and object codes to be tied to the correct report lines in Financial Dashboard. Before adding a new mapping, search the existing mappings, confirm the correct line selections, and save the changes.