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Automatic Expense Mapping

  • Last Created On Jul 05, 2023
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  • 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
    • Mapping by payment method in Expense category mapping if the expense contains both expense category under Expense category mapping and payment mode of Expense category mapping.

      Result: 


    • Mapping by expense category under Expense category mapping if expense meets expense category condition under Expense category mapping but does not contain any payment mode of Expense category mapping.

      Result: 

    • Mapping by Payment mode mapping if expense does not contain any expense category under Expense category mapping but meets the payment method under Payment mode mapping.

      Result: 

    • Mapping by Payment-Expenses if the expense does not meet the conditions of Expense category mapping and Payment mode mapping.

      Result: 

    • Mapping by expense default if expense does not meet the conditions of Expense category mapping, Payment mode mapping  and Payment-Expenses is diabled. 
      Or mapping by expense default if expense does not meet the conditions of Expense category mapping, and expense is created without choosing a payment method or the Payment-Expenses mapping setup is disabled

      Result: 

NOTE: If the automatic mapping of Default Expense is disabled, expense will not automatically map once it's created


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