Automatic Expense Mapping | Accounting & Bookkeeping Software UK.

Automatic Expense Mapping in Britixo ensures that every expense you record is posted to the correct accounts without manual intervention. The system uses a hierarchy of rules to decide whether to map by expense category, payment method, or defaults.

Prerequisites

To enable automatic expense mapping, make sure the following options are activated in Accounting → Settings → Mapping Setup → General:

• Expense Category Mapping
  
  

• Preferred Payment Method
  
  

• Payment Mode Mapping
  
  

• Payment-Expenses
  
  

• Expense Default
  
  

How Automatic Expense Mapping Works

When you create an expense, Britixo applies rules in the following order:

1. Mapping by Expense Category + Payment Method
   
   

• If the expense has both a mapped category and a matching payment mode, it will follow the Expense Category Mapping rule.
  
  

2. Mapping by Expense Category Only
   
   

• If the expense matches a mapped category but no payment mode, it maps based only on the category.
  
  

3. Mapping by Payment Mode
   
   

• If the expense has no mapped category but matches a mapped payment method, it maps by Payment Mode Mapping.
  
  

4. Mapping by Payment-Expenses
   
   

• If no category or payment mode mapping is found, Britixo checks the Payment-Expenses Mapping.
  
  

5. Mapping by Expense Default
   
   

• If no other rules apply (or Payment-Expenses Mapping is disabled), Britixo uses the Expense Default mapping.
  
  

Important Note

• If Automatic Mapping of Default Expense is disabled, expenses will not map automatically.
  
  

• In that case, you must manually assign accounts after creating the expense.
  
  

Tip: For best results, always set up both Expense Category Mapping and Payment Mode Mapping. This ensures Britixo can classify expenses accurately across different scenarios.