If you have added new accounts or changed account names since the last reporting period, please let us know so we can update the mapping.
To do this, first update the Excel Template and send it to us. This will help us tag the new accounts correctly.
- For new or renamed accounts, please add or edit lines in the Excel Template. Transfer the figures from Period 1 to Period 2, and insert the new figures into Period 1 (or leave them empty, as preferred)
- Highlight the new and renamed accounts in yellow and specify the type of change - New Account/Changed Name. For reference see in the image on the right-hand side of Period 2.
- If you have deleted accounts, you can remove them also from the Excel Template without notifying us.
- Ensure that you maintain the SUM formulas (green and orange cells) and do not alter the simplified tag (the red formula) in the top right-hand corner.
- Please leave any blue line items that you have in the Excel Template as they are, unless you have changed the meaning of the account. In that case, please rename it and highlight it in yellow.
Note: As part of your Annual Service, Update Mapping is conducted only once.
Any additional changes after the first update will incur an extra cost and require additional lead time.
Therefore, ensure that your accounts are final before requesting Update Mapping to avoid these pitfalls.
For more info on how to update your Excel Template for the next reporting season, please see the following knowledge base article: How to update Excel template for the next reporting period.