1. Home
  2. Finance
  3. School Finance
  4. How to Complete CFR Mapping
  1. Home
  2. Finance
  3. How to Complete CFR Mapping

How to Complete CFR Mapping

In this guide, we will show you how to complete the CFR Mapping within the Finance Module.

Access: The minimum permissions required to complete the CFR Mapping are found in the Finance Module of Config>Setup>Roles & Permissions.


Pre-requisites: Ledger Codes must be set up within the Finance Module to complete CFR Mapping.

Related Guides:

To begin, go to Modules>Finance>Maintenance>CFR Code Mapping


From the CFR Mapping home page highlight the CFR Code you wish to map, using the Category dropdown to select the required Category.


Highlight the Available Ledger Codes you wish to map, using the Show Types dropdown to select the required Type.


Click Add.


Ledger now shows in the Mapped Ledger Codes section.

Mapped Ledgers

If you wish to Import a CFR Mapping rather than manually inputting the mappings, this can be completed by clicking Import.


Click Choose File and select the CSV file from it’s saved location.

Choose File

Click Import.


All CFR Mappings contained within the CSV file will now show in the Mapped Ledger Codes.

If you need to Clear Mappings, select the CFR Code Category you wish to clear from the dropdown click Clear Mappings.


Confirm your action with Yes or No.


This will Clear CFR Mappings from the Category selected.

The Validation Report can be used to validate CFR Mappings in report format. Click Validation report on the CFR Mapping page.

Report Parameters
Report example
Updated on December 7, 2023

Was this article helpful?

Related Articles

Noticed a missing guide?
Fill the form below and we will get this created.
Suggest Help Article