Learn how changes made to your Accounting Systems Chart of Accounts will impact Jirav's Master Chart of Accounts.
Sometimes a complete clean up of your Chart of Accounts is necessary. Below we outline common changes that are made, and how they will impact your Jirav Master Chart of Accounts based on your account configuration.
Please note: These are general rules and are not always applicable. For further clarification or assistance please contact firstname.lastname@example.org.
Mirrored from Accounting System
|Acct Name Changed||Automatically updates||Automatically update|
|Acct Moved Within a Section (ex: Relocated in OpEx)||Automatically updates||Automatically update|
|Acct Moved to Another Section (Ex: From OpEx to COGS)||Automatically updates||Errors - Account needs to be reselected in driver|
|Acct Deactivated or Deleted||Automatically updates||Errors - Delete driver or select new account|
|Acct Added||Automatically updates||N/A|
|Master COA||Mapped Acct||Drivers|
|Acct Name Changed||No change||Automatically updates||No change|
|Acct Moved Within a Section (ex: Relocated in OpEx)||No change||No change||No change|
|Acct Moved to Another Section (Ex: From OpEx to COGS)||
No change - Will no longer be able to mirror COA. Article on how to resolve coming soon
|No change||No change - Once Master COA is updated there will be errors|
|Acct Deactivated or Deleted||No change||Automatically updates, mapped account will be deleted||No change - Once Master COA is updated there will be errors|
|Acct Added||No change||Acct will appear under Unmapped||N/A|