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Integration Mapping
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Integration Mapping
3 Articles
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Integration Mapping: Overview
Prefer to Watch a Video? Click Here What is Integration Mapping? Integration mapping is a tool you can use to preassign items, expense accounts, accounting classes, or customers/projects on each bill based on key t...
Integration Mapping: Items & Categories/Chart of Accounts
Now that we have shown an overview, this article will walk through the first two tabs in the integration mapping: Items & Categories/Expenses and Chart of Accounts. It is important that these two tabs are structured correctly as it is responsib...
Integration Mapping: Accounting Classes and Customers/Projects
This section will break down the last two tabs of the integration mapping: Accounting Classes and Customers/Projects. Accounting Classes You can create rules under the accounting class to specify whether certain line items are billable and wh...