Auto Mapping

Setup Auto Mapping references

In order to streamline the process of mapping Bills, you are able to set up automatic mapping directives. This means that bills will automatically be mapped to a job based on the information contained in the Reference field.

• Under the Configuration heading in Job Tracking, select Auto Mapping

• Under the Invoice Reference Directives, select the desired job from the drop-down menu.
• Enter the desired Reference field that you want to prompt the auto mapping.

• Use the +Add button to add as many Reference Directives as required.
  
  • It is not case sensitive, it is character sensitive

• Merchant Account references can also be added. This is for those situations where specific debtor account numbers have been created for individual jobs.

• Once a directive is saved any Bill received that contains that reference will be automatically mapped to that job. All that remains to be done is to map to a specific work section.
• The magic wand icon in the upper left of the Bill indicates that it has auto-mapped to the job.
• In the example below the electrician has included the reference "Stewart" with their Bill as advised, and the Bill has therefore Auto-Mapped to the 220 Stewart Road job.