Purchase invoice mapping ( Part 2)

Audience: Admin
Type: Reference

Reference

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

Purpose

Purchase invoice mapping (Part 2) covers additional purchase-related components that must be linked to accounting accounts in SmartBooks.

This mapping ensures all purchase invoice values are recorded correctly for reporting and reconciliation.

How to Access

1. Go to SmartBooks

2. Click Settings

3. Open Mapping Setup

4. Select Purchase invoice mapping

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

What This Mapping Covers

Part 2 of purchase invoice mapping typically includes:

• Additional charges

• Discounts

• Adjustment components

• Other purchase-related values

Each component can be mapped to a separate accounting account.

Configuring Purchase Invoice Mapping

To configure or update mapping:

1. Open Purchase invoice mapping

2. Select the required purchase invoice component

3. Select the account to record the amount

4. Save the mapping

The mapping is applied automatically to future purchase invoices.

Updating Mapping

Update this mapping when:

• Purchase invoice components change

• Accounting structure is updated

• Additional purchase charges are introduced

Changes affect future purchase invoices only.

Important Notes

• This mapping applies to purchase invoices only

• Incorrect mapping can affect expense and liability balances

• Existing purchase invoices are not recalculated automatically

When to Configure This

• During initial SmartBooks setup

• Before recording purchase invoices

• When purchase reports show incorrect values

Related Articles

• Purchase Invoice Mapping (Part 1)

• Purchase Payment Mapping

• Chart of Accounts

• Mapping Setup

End of Article