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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:
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.
Mapping by Expense Category Only
If the expense matches a mapped category but no payment mode, it maps based only on the category.
Mapping by Payment Mode
If the expense has no mapped category but matches a mapped payment method, it maps by Payment Mode Mapping .
Mapping by Payment-Expenses
If no category or payment mode mapping is found, Britixo checks the Payment-Expenses Mapping .
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.
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