User Level: Admin
Est. time of Setup: 10 Mins
Previous Step: Invoice Editing Next Step: Export
After mapping your vendors, you will need to map your items. (If the vendor doesn't have a default GL account)
Navigate to the Invoices page, mapped vendors that require line item coding will have the message Unmapped Items
Select the invoice that you wish to map.
You will need to select a GL account from the dropdown. You make also bulk map the items if they belong to the same GL account.
You can also split an item between multiple GL accounts.
Select the GL account you want to use. Then click the split button next to the pencil.
You can split between multiple GL accounts and/or adjust the percentage split.
If desired, you can choose to default to Always Split at the bottom.
Click Split when finished.