> ## Documentation Index
> Fetch the complete documentation index at: https://support.caleido.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Map accounts to the statements

> Place every account from your chart of accounts on the profit and loss and balance sheet statements in Account mapping, and fix or remove mappings later.

Caleido builds the profit and loss statement, the balance sheet and the direct cash flow from your accounting data. To do that, every account in your chart of accounts needs a place in each statement it belongs to. Most accounts are placed automatically by their account number. **Account mapping** is where you place the rest and correct anything that landed in the wrong row.

> [!TIP]
>
> When accounts are unmapped, Caleido tells you: the report header shows an **Accounts** chip with the number of unmapped accounts, and the **Settings** row in the sidebar shows a dot. Click the chip to open **Account mapping** directly.

## Open Account mapping

**1. Open Settings**

Click **Settings** in the sidebar, or open the account menu at the bottom of the sidebar and select **Settings**

**2. Open Account mapping**

Under **Accounting**, click **Account mapping**. It opens on top of **Settings**. Click **Full screen** in its header, or the arrow next to **Account mapping** in the settings list, to open it as a page of its own

## How the screen works

* **Left: Unmapped**. The accounts that still need a place in the selected statement, with a count. Use **Search** to find an account by number or name
* **Right: the statement**. Tabs for **Profit & loss**, **Balance sheet** and **Cash flow**. Each tab shows the statement's rows with their account **Range** and a **Mapped** count. A tab with open work shows how many answers are still open
* **Expand one level** and **Collapse one level** open and close the statement tree step by step

This page covers **Profit & loss** and **Balance sheet**. The **Cash flow** tab works a little differently and is explained in [Map accounts to the cash flow](https://support.caleido.io/guides/settings/cash-flow-mapping.md).

## Map accounts

**1. Choose the statement**

Click the **Profit & loss** or **Balance sheet** tab

**2. Select accounts**

In the **Unmapped** list, click the accounts you want to place. Click again to clear a selection

**3. Drag them to a row**

Drag the accounts onto the statement row where they belong. Only the lowest-level rows accept accounts. Rows that can't take the accounts are dimmed while you drag

**4. Check the result**

A check mark confirms the save. The accounts now appear under the row, and the row it belongs to opens so you can see them

Changes are saved straight away. There is no separate save button.

An account sits in one row per statement. If you drag an account that is already mapped onto another row, it moves there.

When every account is placed, the list shows **Profit & loss is mapped** or **Balance sheet is mapped**, with a button to go to the next statement that still has open accounts.

## Change or remove a mapping

**1. Find the account**

On the statement tab, use **Search** above the statement to find the account, or expand the rows

**2. Select it**

Tick the account. Tick a row to select every account under it

**3. Unmap**

Click **Unmap**. The button shows how many accounts are selected. The accounts move back to the **Unmapped** list, where you can drag them to the right row

## Related

* [Map accounts to the cash flow](https://support.caleido.io/guides/settings/cash-flow-mapping.md)
* [Edit a report template](https://support.caleido.io/guides/reporting/edit-a-report.md)


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