How To
Relationship Address Mapping
CCH Accounts Production
Relationship Address Mapping
File > Maintenance > Accounts > Relationship Address Mapping
Relationship Address Mapping is used to specify which address types feed through to the Financial Statements. The Registered Office and Business addresses will feed through to the Company Information page if linked within a client.
The columns in this grid are as follows:
- Role Name: The name of the data that is presented in the financial statements. This is fixed and 'read only'.
- Alias: The code used in formats to insert the data. This is fixed and 'read only'.
- Relationship: The Relationship type is used to provide the data. For example, in the case of the Auditor’s name and address, this is picked up from the contact record that is associated by the type 'has auditor of'. This is editable and when you click in a cell, a drop down list is available for you to select from. This list includes an entry of <None>. If you select this, as seen in Business Address in the above image, it tells the system to not look via an associated contact to find the address but to look in the client record itself.
- Address type: This determines the address type to use to retrieve the address to use. In the image above these are all set to Main, with the exception of *Business and *Registered Office, so the main address of the related contact, or the client will be used except for those two*. You can edit this if you click in an Address Type cell, a drop down list will become available for you to select from.
*Other Relationship Address Mappings should not be changed at all.
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