To use the integration to post expense and invoice data from ExpenseIn directly into AccountsIQ, you must configure your mapping settings so that fields align correctly between both systems.
When setting up the integration, default mapping settings are automatically populated for:
Reimbursable Expenses
Reconcilable Expenses
Invoices (Invoicing module only)
These defaults provide a starting point, but you should review and adjust them to match your AccountsIQ configuration and internal processing requirements.
Note:
The AccountsIQ (V2) integration can also be used to sync reference data (e.g. GL Accounts, Dimension Codes, BI Codes, Tax Rates) from AccountsIQ into ExpenseIn.
You can create a static field if a fixed value needs to be applied to a specific mapping field.
How to configure integration mapping
To configure your AccountsIQ (V2) integration mapping settings, follow the steps below:
1. Click the Account Name > Admin.
2. In the Integrations section, click the Accounting subheading.
3. Click the Edit icon next to the AccountsIQ (V2) connection to access the mapping settings, or click the three dots icon and select Mapping from the drop-down.
4. The Reimbursable Expenses tab opens by default:
Review the default mapping settings.
Update them to match your AccountsIQ data requirements.
Click Save before moving on if you make any changes.
5. Click the Reconcilable Expenses tab:
Review the default mapping settings.
Update them to match your AccountsIQ data requirements.
Click Save before moving on if you make any changes.
6. If you have the Invoicing module enabled, click the Invoices tab:
Review the default mapping settings.
Update them to match your AccountsIQ data requirements.
Click Save when finished.
If you have any questions about configuring your AccountsIQ (V2) integration mapping, contact our Support team for assistance.