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Use case: Data quality check and mapping fix

Before the close or a management report, let Conrad go through the accounting data and mapping: it finds unmapped accounts, accounts classified against their name, missing recurring entries and suspicious duplicates. It prepares a mapping fix for your approval right away.

2 min read Updated 15. 10. 2026

Who and when

  • Who: controller, accountant, Symfio administrator at the client.
  • When: after loading the month’s data, before the close, after a chart of accounts change.
  • Data sources: Symfio accounting (journal, account mapping).

Steps

  1. Ask for the check (template below).
  2. Go through the findings table. Conrad states the data range and the date of the last update.
  3. For a mapping finding ask for a fix: Conrad prepares a Change confirmation card.
  4. Approve or Reject the change. Nothing is written without approval.

Question template

Check data quality and account mapping of Karlínfornia Property s.r.o. for 2026: accounts without an income statement category, accounts classified against their number or name, and suspicious or duplicate entries. Put the result into a table account / issue / amount / recommendation.

Conrad's finding: the recurring management fee (account 518910) is missing in July.
Conrad’s finding: the recurring management fee (account 518910) is missing in July.
  1. Top-priority finding: management fee booked January–June and from August, missing in July. Recommendation: check the invoice and accruals.

Fixing the mapping

For Karlínfornia Property s.r.o. check how account 501100 is mapped and, if the category does not match the account name, prepare a mapping fix for approval.

The proposed subcategory change of account 501100 waits for approval.
The proposed subcategory change of account 501100 waits for approval.
  1. Description and details of the change.
  2. Approve / Reject.

Note: a mapping change affects all statements of the company. Before approving, ask about the impact, e.g. “How will the 2026 income statement change if I approve this?”

Use case: In-app support and how-to guidanceConrad can also act as support for working with Symfio. It explains how to do something in the app, warns about common mistakes and links to the relevant guides in the documentation. For problems it… Use case: Monthly commentary on results against the planInstead of comparing the income statement with the budget by hand and writing a commentary for management, ask Conrad for a finished commentary: a summary, an actual-versus-plan table and… Use case: Overdue receivables and their cash flow impactConrad ranks customers with overdue invoices by urgency, suggests the next step for each and calculates what collecting the largest receivables would do to cash.

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