Un-Mapping Actuals

Sheila found out that an actual was assigned to the wrong line item during import. To correct this, she first needs to un-map the actual. Then Sheila can correct the mapping manually.

Note

When a record is un-mapped, any changes that had been made to the record will be lost.

  1. On the Investments tab, locate the investment with the actual that needs un-mapping and right click.

  2. Select Go to Actuals.

  3. Select the actual that needs un-mapping and scroll to the far right.

  4. Click the icon.

You have un-mapped the actual.

Once un-mapped, the record will move to the un-mapped 'bucket' or Map column on the Budget tab. Now you can locate, view and re-map the record from the Map column.