Purchase Invoice Mapping | Accounting and Bookkeeping Software | UK Compliant.
Purchase Invoice Mapping in Britixo allows you to automatically (or manually) assign accounts to supplier invoices. This ensures that expense amounts, item costs, and taxes are properly captured in your financial reports.
⚠️ Note: If a Purchase Invoice is generated from a Purchase Order, that invoice cannot be mapped.
📝 Manual Mapping
❌ If Purchase Invoice Mapping Setup is disabled, invoices will not map automatically.
✅ You will need to assign accounts manually.
Steps:
✅ Enable Tax Default at Accounting → Settings → Mapping Setup → Purchase Tab.
Ensures the total tax amount of purchase invoices is mapped.
❌ If disabled, tax amounts are not mapped.
➕ Create a Purchase Invoice.
⚙️ Click Map → choose the accounts → 💾 click Save.
👉 Result:
Subtotal and taxes are mapped into the correct accounts.
The invoice is displayed in your reports.
⚙️ Automatic Mapping
From the left sidebar, go to Accounting → Settings → Mapping Setup → Purchase Tab.
✅ Enable Purchase Invoice Mapping Setup.
Select the Payment Account and Deposit To Account.
💾 Click Save.
✅ Enable Tax Default so taxes from invoices are mapped.
➕ Create a Purchase Invoice.
Go to Accounting → Transactions → Purchase → Purchase Invoice.
👉 Result:
📊 Subtotal → mapped according to Purchase Invoice Mapping Setup.
🏷️ Items with Item Mapping Setup → mapped to their assigned Expense Accounts instead of the default deposit account.
💰 Taxes → mapped based on Tax Default.
Invoice appears automatically in reports.
📦 Mass Mapping
Ensure Purchase Invoice Mapping Setup is enabled and accounts selected.
Go to Accounting → Transactions → Purchase → Purchase Invoice.
Select invoices with status Has not been mapped.
⚙️ Click Bulk Actions → Mass Mapping → Confirm.
✅ Selected invoices will be mapped automatically.
✏️ Edit Mapping
Go to Accounting → Transactions → Purchase → Purchase Invoice.
✏️ Click Edit on an invoice.
Update the mapped accounts.
💾 Click Save.
📊 The amounts in accounts are updated instantly.
🗑️ Delete Mapping
Go to Accounting → Transactions → Purchase → Purchase Invoice.
🗑️ Click Delete.
Confirm deletion.
⚠️ The mapping will be removed, and balances adjusted.
🗑️ Mass Delete Mapping
Go to Accounting → Transactions → Purchase → Purchase Invoice.
Select invoices with status Has been mapped.
⚙️ Click Bulk Actions → Mass Delete Mapping → Confirm.
✅ All selected mappings will be deleted and accounts updated.
✅ Tip: Always configure Tax Default and Item Mapping Setup for your most common purchases. This ensures supplier invoices are categorised correctly without requiring manual adjustments.