Understanding your custom COA mapping

Viewing your COA

Click your name (top right), then Settings, then Chart of Accounts. Your custom COA appears in the list, likely set as the default.

Click the COA name to expand the tree. You'll see parent categories (Revenue, Expenses, Below the Line) with sub-categories and individual line items nested underneath.

What the team mapped

For every line item in your model's income and expense structure, the team created a corresponding entry in your Archer COA. These entries have two purposes:

1. Parsing target: When Archer parses a T12, it maps each line item to one of these COA entries
2. Model connection: Each COA entry is linked to the corresponding cell in your Excel model, so parsed data flows to the right place

Archer has approximately 185 pre-trained line item categories. Your custom COA uses as many of these as match your model. Any Archer categories that don't have a match in your model are either turned off (won't appear in dropdowns) or mapped to a catch-all bucket (like "Other R&M" or "Other Admin").

Adjusting after setup

You can add, rename, move, or toggle line items on/off at any time in Settings. Changes take effect on the next parse.

If you need structural changes (adding a whole new category, reorganizing how sub-lines roll up), you can either make the changes yourself in Settings or email the team to handle it.