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
Views:
730
Recent Articles
Ask Warehouse & Inventory: Understand An...
7
Ask Warehouse & Inventory: Explore Inven...
6
Ask Warehouse & Inventory: Ask Questions...
9
Ask Warehouse & Inventory: Set Up Access...
7
Ask Warehouse & Inventory: Getting Start...
9
Popular Articles
Connect your X (Twitter) account and Syn...
3432
Warehouse
2839
Item Settings
2408
X (Twitter) Analytics
2259
Plaid environment & Setup Your Bank Acco...
2145
Register
Due technical issue
Login
Forgot Password?
We Care about your privacy
Your experience on this site will be improved by allowing cookies.