KNOWLEDGE BASE
How do I configure custom mapping to my general ledger accounts in Spend Management?
If your preferred accounting software is not available via direct integration in Spend Management, you can configure custom mapping to your general ledger account, location, and class settings.
- Select the Profile & settings icon.
- Select Accounting settings.
- Select Configure chart of accounts in the General ledger accounts section.
- Select + Add GL account.
- Map your chart of accounts by either manually adding GL account, location, and class settings or exporting a CSV file from your accounting software and uploading it in the Spend Management app during the chart of accounts setup.
On the Account Settings page, you have the option to allow employees to add general ledger account, location, and class values to their transactions based on the values set in your chart of accounts.