Purchase Order Mapping | Accounting and Bookkeeping Software | UK Compliant.

Purchase Invoice Mapping in Britixo ensures that supplier invoices are automatically recorded in the correct accounts. You can map invoices manually, enable automatic mapping for seamless posting, or manage mappings in bulk.

Manual Mapping

• If Purchase Invoice Mapping Setup is disabled, invoices will not map automatically.
  
  

• You must assign accounts manually.
  
  

Steps:

1. Enable Tax Default at Accounting → Settings → Mapping Setup → Purchase Tab.
   
   

• Ensures the total tax amount of purchase invoices is mapped.
  
  

• If disabled, taxes are not mapped.
  
  

2. Create and approve a Purchase Invoice.
   
   

3. Click Map → select accounts and click Save.
   
   

The subtotal and tax amounts will appear in reports according to your setup.

Automatic Mapping

1. From the left sidebar, go to Accounting → Settings → Mapping Setup → Purchase Tab.
   
   

2. Enable Purchase Invoice Mapping Setup.
   
   

3. Select the Payment Account and Deposit To Account.
   
   

4. Click Save.
   
   

5. Enable Tax Default so that invoice taxes are mapped.
   
   

6. Create and approve a Purchase Invoice.
   
   

7. Go to Accounting → Transactions → Purchase → Purchase Invoice.
   
   

The invoice will map automatically:

• Subtotal → mapped to the accounts defined in Purchase Invoice Mapping Setup.
  
  

• Items with Item Mapping Setup → mapped to their designated Expense Accounts.
  
  

• Taxes → mapped to Tax Default.
  
  

Mass Mapping

1. Ensure Purchase Invoice Mapping Setup is enabled.
   
   

2. Go to Accounting → Transactions → Purchase → Purchase Invoice.
   
   

3. Select invoices with status Has not been mapped.
   
   

4. Click Bulk Actions → Mass Mapping → Confirm.
   
   

5. The selected invoices will be mapped automatically.
   
   

Edit Mapping

1. Go to Accounting → Transactions → Purchase → Purchase Invoice.
   
   

2. Click Edit on an invoice.
   
   

3. Update the mapped accounts and click Save.
   
   

• The updated amounts will be reflected in accounts and reports.
  
  

Delete Mapping

1. Go to Accounting → Transactions → Purchase → Purchase Invoice.
   
   

2. Click Delete.
   
   

3. Confirm deletion in the pop-up.
   
   

• The mapping will be removed, and account balances adjusted.
  
  

Mass Delete Mapping

1. Go to Accounting → Transactions → Purchase → Purchase Invoice.
   
   

2. Select invoices with status Has been mapped.
   
   

3. Click Bulk Actions → Mass Delete Mapping → Confirm.
   
   

4. The mappings will be removed, and accounts updated.
   
   

Tip: Always keep Tax Default enabled and configure Item Mapping Setup for commonly purchased items. This ensures supplier invoices are categorised accurately and appear correctly in financial reports.