Assist Pro+ / ERP and Sampling

GL Setup Wizard

Provides a wizard to map and clean general-ledger columns.

Where to find it

Follow the ribbon path.

Assist Pro + → ERP and Sampling → ERP Formatter → GL Setup Wizard

Part of Assist Pro+. Eligible tools can also be selected through Assist Pro’s 30-tool Vault allowance. Check the Vault for availability.

Open the tool and follow its prompts. Use a copy of your workbook when trying an action for the first time, then check the result.

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Practical guidance

Use this tool in your workflow.

How to use

Open the raw GL export and choose GL Setup Wizard. Point out the date, account, description, reference, debit and credit fields, then review the prepared output. Check the result before saving changes.

Best use case

Mapping the columns of an unfamiliar general-ledger export.

Accounting and audit

Prepares client ERP and general-ledger exports for mapping and journal analysis by helping provide a wizard to map and clean general-ledger columns.