⚠️Important: Before mapping, make sure all primary, secondary and, if applicable, tertiary account codes have been entered in Setup Coding in the Academy/School (mortarboard icon) menu. If they are not, follow your Change the code header setup guidance or article first.
Check Account Codes in Setup Coding
Click the Academy/School, then click Account Coding.
Select Setup Coding.
Check that all required primary, secondary, and (if used) tertiary account codes are set up.
If any are missing, add them or use your internal guidance on how to change the code header setup before you continue with mapping.
Map Secondary Codes to Primary Codes
Click the Academy/School menu, then click Account Coding.
Select Setup Mapping.
In the top-right corner, click the Map tab.
In the top-left drop-down field, make sure Ref 1 is selected (this is the default in most setups).
In the Map drop-down field to the right, choose the primary code you want to map to.
This list shows all primary codes and descriptions.
In the Available Codes window (left-hand side), find the secondary code you want to map to the selected primary code.
Scroll through the list until you locate the relevant secondary code.
Click the top blue arrow button between the windows to move the code into the Selected Codes window.
This maps the selected secondary code to the primary code.
Repeat steps 5–7 for any additional secondary codes you want to map to that primary code.
📌 Note: The other blue arrow (pointing left) unmaps codes by moving them from Selected Codes back to Available Codes.
Map Tertiary Codes to Primary/Secondary Combinations
To map tertiary codes, follow a similar process:
In Setup Mapping, on the Map tab, go to the top-left drop-down.
Select Ref 1/Ref 2.
In the Map drop-down field, select the required primary/secondary combination.
This list shows all linked primary-to-secondary codes.
In the Available Codes window, find the tertiary code you want to map.
Click the top blue arrow button to move it into the Selected Codes window.
This maps the tertiary code to the chosen primary/secondary combination.
Repeat steps 3–5 for all tertiary codes that need mapping.
As with secondary codes, you can use the blue arrow pointing left to unmap a tertiary code if needed.
Confirm Account Codes Are Mapped
You can confirm that mapping is correct by checking your budget scenarios:
Open a relevant budget scenario.
Go to a section where you select or view account codes.
Check that the mapped codes appear correctly in the account code fields.
A code has been successfully mapped when it appears in these fields and can be selected or is shown as expected in the scenario.