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AI Based Financial Mapping Setup | Accounting & Bookkeeping Software UK.
Mapping Setup in Britixo allows you to automatically map transactions to the correct accounts. With AI-based mapping, you can reduce manual work and ensure accuracy across invoices, payments, credit notes, expenses, taxes, payroll, purchases, inventory, manufacturing, omni sales, and fixed assets.
By enabling automatic mapping for each transaction type, Britixo AI automation will intelligently match and assign transactions to the appropriate payment and deposit accounts.
How Mapping Setup Works
Toggle the switch option to activate mapping for each transaction type.
Assign the Payment Account and Deposit To Account .
Once enabled, Britixo will automatically map transactions to the selected account pairs.
Types of Mapping in Britixo
Invoice Mapping
Automatically map invoice data to the correct accounts when invoices are created.
Payment Mode Mapping
Set up mapping for specific payment methods (e.g., bank transfer, credit card, or cash).
Applies to payments made from invoices, expenses, or credit note refunds.
Expense Category Mapping
Map expenses based on special expense categories .
Any expense linked to the configured category will follow this mapping rule.
Tax Mapping Setup
Configure mapping for special taxes .
Ensures tax values from invoices and expenses are correctly assigned to tax accounts.
Payslip Mapping (HR & Payroll Module)
Map payroll-related data such as:
Total Insurance
Income Tax (PAYE)
Net Pay
Note: Automatic mapping requires all three options enabled. Bulk mapping of multiple payslips is supported, but payslips themselves cannot be auto-mapped — manual mapping is still required.
Purchase Mapping (Purchase Module)
Automatically map purchase-related transactions, including:
Purchase Orders
Purchase Invoices
Purchase Payments
Purchase Order Returns
Refunds
Inventory Mapping (Inventory Module)
Automate mapping for inventory-related entries:
Inventory Receiving Vouchers
Inventory Delivery Vouchers
Loss & Adjustment
Opening Stock
Manufacturing Mapping (Manufacturing Module)
Automatically map costs from manufacturing processes:
Material Costs
Labour Costs
Omni Sales Mapping (Omni Sales Module)
Configure mapping for omni sales transactions:
Order Returns
Fixed Equipment Mapping (Fixed Equipment Module)
Set up automatic mapping for assets and equipment-related data:
Assets
Licenses
Components
Consumables
Maintenance
Depreciation
Tip: Always review your mapping setup after enabling new modules (like HR, Purchase, Inventory, or Manufacturing). This ensures transactions are categorised correctly without manual intervention.
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- AI Based Mapping Setup
- Create Item Mapping Setup
- Create Tax Mapping Setup
- Create Payment Mode Mapping
- Payment Mapping from Sales Invoice
- Create Expense Category Mapping
- Automatic Expense Mapping
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- Set Up Accounting: Chart of Accounts & Opening Balances
- Record Transactions: Journals, Bills, Recurring & Transfers
- Bank Accounts & Reconciliation (CSV Import) in Britixo
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🧠 Still need help?
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