Knowledge

• Step 1. When you enable the Expense category mapping, Preferred the payment method, Payment mode mapping, Payment-Expenses and Expense default 
  
                                                              Expense category mapping setup  and Preferred the payment mode
  
  
                                                                                              Payment mode mapping
  
  
                                                                                                                            Payment-Expenses
  
  
                                                                                                                            Expense default 
  
  
• Step 2. Create the Expense
  
  • Expense Category Mapping (with Payment Method)
    Applies when:
    + The Expense has an Expense Category configured in mapping
    + AND the selected Payment Method is also defined in that mapping
    Result: The system uses Expense Category + Payment Method mapping
    
    Result: 
    
    
    
  • Expense Category Mapping (without Payment Method)
    Applies when:
    + The Expense has an Expense Category configured in mapping
    + But NO matching Payment Method is found in that mapping
     Result: The system uses Expense Category mapping only
    
    Result: 
    
    
  • Payment Mode Mapping
    Applies when:
    + The Expense does NOT match any Expense Category mapping
    + But the selected Payment Method is configured in Payment Mode mapping
    Result: The system uses Payment Method mapping
    
    Result: 
    
    
  • Payment–Expenses Mapping
    Applies when:
    + The Expense does NOT meet conditions of: 
        + Expense Category Mapping 
        + Payment Mode Mapping
    Result: The system uses Payment–Expenses mapping (if enabled)
    
    Result: 
    
    
  • Default Expense Mapping
    Applies when:
    + The Expense does NOT match any of the above mappings
    + Or:
       + No Payment Method is selected
       + Or Payment–Expenses mapping is disabled
    Result: The system uses Default Expense mapping
    
    Result: 
    
    

NOTE: If Default Expense Mapping is disabled, The Expense will NOT be automatically mapped when created