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Mapping in Board

Question asked by alpimilano on Dec 8, 2018
Latest reply on Dec 19, 2018 by anobles

Hi,

i'm quite new in Board and i'd like to know if I can create a user interface for mapping a general ledger.

The requirement come from a customer that is asking us to mantain a P&L in BOARD.

This will require, between others features, the possibility to create and mantain different P&L schema (in Board).

Once the schema will be created periodical data (typically montly data) will be loaded from the General Ledger .

The trial balance to be load will have the GL account details so we need to create a user interface to allow the customer to map the GL accounts with the schema accounts.

What it's requiring is a practial user interface (with drag and drop or similar facilities) handled directly from a capsule screen (not a batch procedure like export to excel-> map -> import from excel).

It's possibile to do this in Board? There are any sample i can look for to understand the techniques?

Many thanks in advance.

 

Alberto

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