Common Use Cases

Integration Mapping becomes especially powerful when your business logic goes beyond simple one-to-one field assignments. Consider the following examples.

• Vendor routing by additional criteria: A single vendor may need to map to different vendor IDs depending on account number, ship-to, or bill-to address. Set up separate rules with the same vendor condition, each with an additional distinguishing criterion.

• Chained rules: Use an earlier rule to assign a tag or intermediate value, then reference that value in a subsequent rule to drive further assignments. For instance, assign a tag based on vendor and ship-to, then use that tag to assign a class.

Items & Categories

The Items & Categories tab seeks to answer how extracted line items should be categorized - as expenses or tied in with items. We commonly see two scenarios outlined below.

1. My Business Does Not Track Items  

   1. To mitigate MakersHub from tracking or creating items on your behalf, configure the following match-all rule which automatically assigns every line item as an expense.

      

2. My Business Tracks Items and Expenses

   1. Add rules to specify item assignments beneath the match-all.

Warning on New Item Creation

• If an extracted line is not tagged as an Expense or linked to an existing item in your ERP, MakersHub will automatically create a new item on your behalf. This is indicated by a shopping cart icon - a clear signal that no related item was found in your ERP.

  

• To control how MakersHub creates items, define your rules under the Item Creation tab within Integration Mapping. For an additional layer of control, enable Warn on New Items or Products/Services under Bill Settings to require review before any new items are created via bill approval.

Chart of Accounts

The Chart of Accounts tab outlines to which GL account expenses should be mapped.

Accounting Classes

From the Accounting Classes tab, you can reference data from your bills to automatically assign your class segmentation.

Customers/Projects

Default which customers/projects should be mapped based on the defined criteria.