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Purchase Payment Mapping

Accounting & Bookkeeping BuildX



Manual Mapping

NOTE: If the purchase payment mapping setup is disabled, the purchase payment is not automatically mapped. Manual mapping is required.
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  • Step 1. Create the purchase payment and approve it.
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  • Step 2. Click 4.png to map -> Select the account and click on the Save button. 
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    And this purchase payment is displayed in the report. 
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Automatic Mapping for Purchase Payment

  • Step 1. Go to Settings menu under the Accounting module in the left sidebar -> Select the Mapping setup menu -> Select the Purchase tab  ->  Enable the purchase payment mapping setup  and select the payment account and deposit to -> Click on the Save button
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  • Step 2.Create the purchase payment and approve it.
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  • Step 3. Go to the Transactions menu under the Accounting module -> Purchase -> Purchase payment, this purchase payment is mapped automatically.
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    Note: if the purchase payment is paid by a special payment method and needs to be mapped to another account, create a payment mode mapping for that method.
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Mass Mapping 

  • Step 1. Enable the purchase payment mapping setup  and select the payment account and deposit to -> Click on the Save button

  • Step 2. Go to the Transactions menu -> Purchase->Purchase payment -> Select some purchase payments which mapping status is Has not been mapped -> click on the Bulk actions -> select the Mass mapping -> click on the Confirm button.
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  • Step 3. Confirm your selection in the following pop-up. The purchase payment will be mapped.
    11.png

Edit Mapping

  • Step1. Go to the Transactions menu -> Purchase -> Purchase payment -> Click on the Edit  
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  • Step 2. Change the account and click on the Save ==> the amount of the account will be changed. 

Delete Mapping 

Deleting the mapping will change the account's amount

  • Step1. Go to the Transactions menu -> Purchase -> Purchase payment -> Click on the Delete
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  • Step 2. Confirm your selection in the following pop-up. The mapping of purchase payment will be deleted.
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Mass Delete Mapping

Deleting the mapping will change the account's amount

  • Step 1. Go to the Transactions menu -> Purchase -> Purchase payment -> Select the purchase payment which mapping status is Has been mapped -> click on the Bulk actions -> select the Mass delete mapping -> click on the Confirm button
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  • Step 2. Confirm your selection in the following pop-up. The purchase payment will be mapped.
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