We’ve introduced several updates to the Chart of Accounts (COA) experience in Audit Sight to make account mapping more efficient, transparent, and scalable—especially for teams working across multiple entities.
This article highlights what’s new and how these enhancements improve your workflow.
What’s New
1. View All Entities in One Screen
You can now view the Chart of Accounts across all entities in a single, consolidated screen.
What this means for you:
No more switching between entities to review mappings
Easier identification of inconsistencies across entities
Faster setup and review for multi-entity engagements
2. Visibility into Mapping Categories
Mapping categories are now clearly displayed alongside each account.
Benefits:
Increased transparency into how accounts are classified
Easier validation during testing and review
Faster identification of incorrectly mapped accounts
3. Bulk Update Functionality
You can select multiple accounts and update their mappings in one action.
How it helps:
Reduces manual effort and repetitive updates
Speeds up both initial setup and ongoing maintenance
Promotes consistency across accounts and entities
Common use cases:
Mapping multiple accounts to the same category
Updating classifications across several entities at once
4. Export Full Mapping to Excel
You can now download the full Chart of Accounts mapping as an Excel file.
Why this matters:
Supports offline review and team collaboration
Simplifies documentation and audit support
Makes it easy to share mappings with clients or internal stakeholders
How These Updates Improve Your Workflow
These enhancements are designed to streamline your experience and improve confidence in your data:
Work more efficiently with bulk actions and a unified view
Reduce errors with clearer visibility into mapping categories
Collaborate more easily with exportable mapping data
Scale seamlessly across multi-entity engagements
Need Help?
If you have questions about updating your Chart of Accounts or want help optimizing your mappings, reach out to our support team—we’re happy to help.
