Create Expense Category Mapping

Audience: Admin
Type: Reference

Reference

For system behavior and rules, see
SmartBooks Documentation – Section 3: SmartBooks Settings

Purpose

Expense Category Mapping defines how expense categories are linked to accounting accounts in SmartBooks.

This mapping ensures expenses are recorded under the correct accounts and appear correctly in reports.

How to Access

1. Go to SmartBooks

2. Click Settings

3. Open Mapping Setup

4. Select Expense Category Mapping

URL format:
https://app.thulo.com/{tenantname}/ps/admin/accounting/setting/mapping-setup

What Expense Category Mapping Does

Expense Category Mapping connects:

• Expense categories

• Accounting accounts

When an expense is recorded using a category, SmartBooks uses this mapping to decide which account is affected.

Creating Expense Category Mapping

To create or update expense category mapping:

1. Open Expense Category Mapping

2. Select the Expense Category

3. Select the Account to record expenses under

4. Save the mapping

Once saved, the mapping is applied automatically to future expenses.

Updating Expense Category Mapping

Update mappings when:

• New expense categories are added

• Expense accounts are changed

• Accounting structure is updated

Changes affect future expense records only.

Important Notes

• Expense category mapping applies across SmartBooks

• Incorrect mapping can affect expense reports

• Existing expense records are not updated automatically

• Mapping should be reviewed before daily expense entry

When to Configure This

• During initial SmartBooks setup

• Before recording expenses

• When adding new expense categories

Related Articles

• Tax of Expense Mapping

• Automatic Expense Mapping

• Chart of Accounts

• Mapping Setup

End of Article