Purchase Payment & Refund Mapping | Accounting and Bookkeeping Software | UK Compliant.

In Britixo, both purchase payments and purchase refunds can be mapped to ensure supplier-related transactions are correctly recorded in your accounts. You can map these transactions manually, set them up for automatic mapping, or use bulk actions for efficiency.

Note: If mapping setups are disabled, these transactions won’t map automatically. You will need to perform manual mapping.

Purchase Payment Mapping

Manual Mapping

1. Create the Purchase Payment and approve it.
   
   

2. Click Map → select the account → click Save.
   The payment is added to your reports.
   
   

Automatic Mapping

1. Go to Accounting → Settings → Mapping Setup → Purchase Tab.
   
   

2. Enable Purchase Payment Mapping Setup.
   
   

3. Select the Payment Account and Deposit To Account.
   
   

4. Save changes.
   
   

5. Create and approve a Purchase Payment.
   
   

6. View results under Transactions → Purchase → Purchase Payment.
   
   

Payments are mapped automatically.
If using a special payment method, configure Payment Mode Mapping so it maps to the right accounts.

Mass Mapping

1. Enable Purchase Payment Mapping Setup.
   
   

2. Go to Transactions → Purchase → Purchase Payment.
   
   

3. Select payments with status Has not been mapped.
   
   

4. Choose Bulk Actions → Mass Mapping → Confirm.
   Selected payments are mapped automatically.
   
   

Edit / Delete / Mass Delete

• Edit → change accounts and save (balances update).
  
  

• Delete → removes mapping for one payment.
  
  

• Mass Delete → select mapped payments → bulk remove mappings.
  
  

Purchase Refund Mapping

Manual Mapping

1. From a Purchase Order Return detail, create the refund.
   
   

2. Click Map → select the account → click Save.
   The refund is displayed in reports.
   
   

Automatic Mapping

1. Go to Accounting → Settings → Mapping Setup → Purchase Tab.
   
   

2. Enable Purchase Refund Mapping Setup.
   
   

3. Select the Payment Account and Deposit To Account.
   
   

4. Save changes.
   
   

5. From a Purchase Order Return detail, create the refund.
   
   

6. Go to Transactions → Purchase → Refund to view.
   
   

Refunds are mapped automatically.

Mass Mapping

1. Enable Purchase Refund Mapping Setup.
   
   

2. Go to Transactions → Purchase → Refund.
   
   

3. Select refunds with status Has not been mapped.
   
   

4. Choose Bulk Actions → Mass Mapping → Confirm.
   All selected refunds are mapped at once.
   
   

Edit / Delete / Mass Delete

• Edit → adjust mapped accounts.
  
  

• Delete → removes mapping for one refund.
  
  

• Mass Delete → select mapped refunds → bulk remove mappings.
  
  

Tip: Always configure both Purchase Payment Mapping and Purchase Refund Mapping alongside Payment Mode Mapping. This ensures all supplier transactions are categorised consistently across reports, reducing manual adjustments and maintaining financial accuracy.