Summary

Account mappings imported with a chart of accounts file, or re-imported through the Account Mapping Settings page, cannot be deleted. The engagement data page is a cumulative import source, and each import contributes to the account mapping conditions of the engagement.

Resolution

There are 3 ways to remove unused accounts or adjust mappings:

1. Re-import a new, updated chart of accounts file.

The new file will override any existing mappings applied to the general ledger and trial balance account numbers. 

2. Export and re-import the account mapping summary.

Export all account mappings to Excel, apply any needed modifications to the account mappings, and re-import the updated version. This will override existing mappings.

You can also manually modify account mappings MindBridge on the Account Mapping Settings page, however, this can be time-consuming if many changes are needed.

3. Use the "Delete Unused Mappings" feature.

If you have imported an incorrect file:

1. View your account mapping on the engagement's Data page.
2. On the Account Mapping Settings page, open the Additional options menu.
3. Select Delete Unused Mappings.

Deleting unused mappings removes any accounts not found in the imported general ledger or opening/closing balance files.

Anything else on your mind?

Head over to the community with your thoughts and inquiries! You can also chat with us, or, submit a request for further assistance.

Related articles

• Importing a chart of accounts or MAC file
• Exporting and re-importing your account mappings
• Adjusting and verifying your account mappings
• Supported file types for chart of accounts files