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When a file is mapped, you cannot manually adjust the account type in the account settings. Instead, the system follows a structured process to determine the appropriate account type.

How Silverfin determines the account type

The system follows a step-by-step process to select the correct account type:

  1. Mapping List Check
    • If the mapping list used in the file specifies an account type, the system uses that.
    • If no account type is defined in the mapping, it defaults to "none."
    • Only admin users can modify mapping lists.
  2. Synced or Uploaded Data Check
    • If the mapping does not provide an account type, the system checks synced data from the bookkeeping system or manually uploaded data.
    • If no account type is included in the synced or uploaded data, the system defaults to "none."
  3. Firm-Level Settings
    • If the account type is still undefined, the system checks your firm's settings. Only admin users can modify these settings.
    • If no account type is set at the firm level, it defaults to "none."
  4. Final Fallback Option
    • If none of the above sources provide an account type, the system assigns "expense" as the final default.

By following this structured approach, the system ensures consistency and accuracy when determining account types in mapped files.