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  • STEP 1: Go to Tools > Financial Interface > Map Accounts to Actions.

  • STEP 2: Select the financial year.
    On the right-hand side of the screen, the mapped accounts from the previous step (i.e.; Mapping accounts to service profiles) will appear.

  • STEP 3: Expand and click on the account structure level (right side) which you wish to map with an action. It will also bring up the related service and the actions that relate to that service on the left.

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