How can I perform AI mapping for a Trial Balance file?
Users should be able to perform AI mapping of the trial balance within an engagement.
Within the Trial Balance uploader, you will be able to auto-map the trial balance using the Auto-Mapping button located on Step 3 of the Trial Balance screen.

Clicking this will Auto-map any accounts on the left hand side to the right hand side. After mapping is complete, there will be an option to revert the mapping, if need be.
Any AI Mapped accounts will be tagged with an "AI" symbol, as shown below:
