Data mapping & overrides

What mapping is for

Departments work off two layers of mapping. The department matrix decides which raw cost centres roll into which org department; per-account overrides handle the cases where the same account should route to different L2s depending on the department.

TL;DR

Open the matrix at Data → Organizational data → Departments to assign raw cost-centre chips to org departments. For finer routing, open the Departments popover next to any P&L account on the account-mapping screen and add per-department overrides.

The org departments matrix

The matrix on Data → Organizational data → Departments has one row per org department and one column per company. Each cell holds the raw cost-centre chips from that company’s GL that map to that org department.

The org departments here are built from your uploaded data, not a fixed preset list — the cost-centre structure in your companies’ GL uploads determines the rows. The only built-in row is a pinned Other that catches anything unmatched. Rename, reorder, or delete a department from the row menu; Other is protected and can’t be deleted. Reorder rows with the ▴ ▾ arrows or via the row menu.

Manual mapping

Click the ⋯ on any raw chip and pick Move to… to assign it to a different org department. Move every chip into the right row until the matrix reflects the org-department layout you want to report on.

Per-account department overrides

By default, every P&L account maps to exactly one Level 2 position — its default placement. With Departments on, you can attach per-department overrides to individual accounts so the same account routes to a different L2 depending on which department booked the GL line.

Open the Departments popover next to any P&L account in the account-mapping screen and add an override row: pick a department on the left, the L2 it should land in on the right. Repeat for each department that needs a different placement; departments without an override row fall through to the default placement.

The most common use cases:

  • A shared overhead account that should land in Direct costs for Production, but Operating expenditure for everyone else.
  • A travel or training account that’s CapEx-eligible only for one department’s project work.

Overrides apply only to the P&L; Balance Sheet accounts have a single placement by design.