---
title: "Common Use Cases"
slug: "common-use-cases"
updated: 2026-07-30T13:52:08Z
published: 2026-07-30T13:52:08Z
canonical: "support.makershub.ai/common-use-cases"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.makershub.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/image(181).png)
2. **My Business Tracks Items and Expenses**
  1. Add rules to specify item assignments beneath the match-all.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/image(187).png)

> [!WARNING]
> 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.
> 
> ![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/image(190).png)
> - 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.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/image(184).png)

### Accounting Classes

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

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/image(185).png)

### Customers/Projects

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

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/image(234).png)