Skip to content
  • There are no suggestions because the search field is empty.

Map client organisations after connecting accounting

Match organisations found through your accounting connection to the correct clients before you rely on portfolio-level spend.

What you get

A clean link between the organisations available through your accounting connection and the correct clients in My Practice. This prevents spend from being reviewed against the wrong organisation or left unassigned.

Before you start

An accounting platform connected, and a rough idea of which file belongs to which client. The names in your accounting system are not always the names you use.

Steps

  1. Go to Integrations and open your platform's Manage view.
  2. You see three tabs: My Organizations, Client Organizations and Unmapped.
  3. Work through Unmapped. Each row is an organisation AppVentory found but cannot place.
  4. For each, say whether it belongs to your own practice or to a client, and which client.
  5. Check My Organizations holds your own firm's file and nothing else.
  6. Re-sync active organisations where the integration gives you that option, then confirm the expected spend appears for the mapped client.

Accounting integration Manage view showing My Organizations, Client Organizations and Unmapped

Accounting integration Manage view showing My Organizations, Client Organizations and Unmapped

Unmapped should contain only organisations you have deliberately not assigned or still need to identify.

What you've unlocked

Mapped organisations can now feed the correct client-level spend workflow. The quality of the downstream analysis still depends on transaction-to-app mapping inside that client.