Create Expense Category Mapping

  • Last Created On Jul 05, 2023
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  • 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

  • Step 2. Click on the Add button
  • Step 3. In the Expense category mapping setup popup, fill in the following details: 

    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: This setting controls whether the payment method is taken into account during mapping:
    If Preferred the payment method is disabled, the expense maps based on category only, regardless of payment method
    If Preferred the payment method is enabled, the mapping is prioritized by payment method — you can select one or more payment methods for this category
    Multiple payment methods can be selected for the expense category.
  • Step 4. Click on the Save button 
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