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
  
  • 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