COA Mapping Overview

What is COA Mapping?

COA Mapping (Chart of Accounts Mapping) is Sumo Ledger’s configuration module for linking COA Heads to Labels — the ledger identifiers used when posting transactions and generating accounting entries. Each mapping tells the engine how to resolve a chart-of-accounts head to its corresponding ledger number or label at runtime.

COA mappings bridge operational transaction data and the general ledger:

• Journal posting — Journal and process stages reference COA heads that resolve to ledger labels through these mappings.
• Accounting consistency — Centralized mappings ensure the same COA head always maps to the same ledger label across products and processes.
• Reporting alignment — Mapped labels feed trial balance, P/L, balance sheet, and posting reports.

Administrators manage COA mappings from Configurations → Coa Mapping (/settings/coa-mapping/list).

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COA Mapping Capabilities

Capability	Description
COA head registry	Maintain a list of chart-of-accounts heads used across the ledger.
Label assignment	Map each COA head to a ledger label or number.
Create and edit	Add new mappings or update existing ones through modal dialogs.
Search	Filter the mapping list by COA head or label.
Load configuration in memory	Publish mapping changes to the running ledger service.

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Navigation

COA Mapping lives inside the Configurations module under General Settings.

1. Click Configurations in the main sidebar.
2. Under General Settings, click Coa Mapping.
3. The COA Mapping list opens at /settings/coa-mapping/list.

Category	Related Items
General Settings	Products, Coa Mapping, Tariff, Process, Table, Feed, Contract Type, Txn Controls, Policy, Policy Mapping, Webhooks
Accounting Settings	Reporting Groups, Channel Types, Asset Groups, User Types
System Settings	Users, Roles

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COA Mapping Components

Component	Description
COA Head	The chart-of-accounts identifier or head name (for example, sumo, sda).
Label	The ledger label or number the COA head maps to (for example, sumo_user_guide, 2).

The mapping dialog subtitle describes the purpose: Map COA to respective ledger number.

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COA Mapping Screens

COA Mapping List

The list page displays all configured mappings in a searchable table.

Column	Description
Checkbox	Selects the row for bulk actions (when available)
Coa Head	The chart-of-accounts head identifier
Label	The mapped ledger label

Page actions:

Action	Description
Load Configuration In Memory	Reloads configuration into the running service
+ New Mapping	Opens the create dialog
Search	Filters rows by COA head or label
Refresh	Reloads the list from the server
View	Customizes table display options

New / Edit COA Mapping Dialog

Both create and edit flows use a modal dialog with the same fields:

Field	Description
COA Head	Enter the chart-of-accounts head identifier.
Label	Enter the ledger label or number to map to.

• Create — Click Create COA mapping to save a new entry.
• Edit — Click Update COA mapping to save changes to an existing entry.

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Typical Workflow

┌──────────────────────────────────────────┐
│ Administrator opens Configurations       │
│ → Coa Mapping                            │
└──────────────────────────────────────────┘
                    │
                    ▼
┌──────────────────────────────────────────┐
│ Click + New Mapping                      │
└──────────────────────────────────────────┘
                    │
                    ▼
┌──────────────────────────────────────────┐
│ Enter COA Head and Label                 │
└──────────────────────────────────────────┘
                    │
                    ▼
┌──────────────────────────────────────────┐
│ Save mapping (Create / Update)           │
└──────────────────────────────────────────┘
                    │
                    ▼
┌──────────────────────────────────────────┐
│ Load Configuration In Memory (if needed) │
└──────────────────────────────────────────┘
                    │
                    ▼
┌──────────────────────────────────────────├
│ Mapping available for journal posting    │
│ and process workflows                    │
└──────────────────────────────────────────┘

1. An administrator navigates to Configurations → Coa Mapping.
2. A new mapping is created with + New Mapping, or an existing row is opened for editing.
3. The COA Head and Label are entered and saved.
4. If required by your runbook, Load Configuration In Memory publishes the change.
5. The mapping is used when the ledger resolves COA heads during transaction processing.

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Related Modules

Module	Relationship
Product Configuration	Products define account structures; COA mappings route entries to ledger labels.
Process Configuration	Journal stages post debits and credits that reference mapped COA heads.
Tariff Configuration	Tariff outputs may feed into journal entries that use COA mappings.

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