Search Knowledge Base Articles

Create Expense Category Mapping

Accounting & Bookkeeping BuildX



  • Step 1. Go to Settings menu under the Accounting module in the left sidebar -> Select the Mapping setup menu -> Select the General tab  ->  Enable Expense category mapping
    1.png

  • Step 2. Click on the Add button

  • Step 3. In the Expense category mapping setup popup, fill in the following details: 
    2.png
    1. Select the Expense Category 
    2. Select the Payment account and Deposit to: select the account to map for this expense category
    3. Enable/Disable the Preferred the payment method: 
    If Preferred the payment method is disabled, the expense will map to the expense category.
    If Preferred the payment method is enabled, the expense mapping will be prioritized by payment mode
    Multiple payment methods can be selected for the expense category.

  • Step 4. Click on the Save button 

 

Did you find this article useful?

Related Articles