Default mapping settings for reimbursable and reconcilable expenses will be auto-populated. Change the default settings to be in line with your Sage 200 Standard configuration and expense processing routine.
Review and change reimbursable and reconcilable integration mapping to Sage 200 Standard from the Integration section in the Admin area.
Reimbursable mapping
1. Click the Actions button and select Mapping.
2. Review the Reimbursable default settings and change them to match your Sage 200 Standard data requirements.
Please Note: You can create a default value if needed to be applied to a mapping field. Use the Edit Static Fields button to create and save the default value and then apply it to the specific mapping field.
1. Click Edit Static Fields
2. Click the New Field button
Enter a Name and enter the Value required by Sage 200 Standard.
3. Click Create
The Static Field is now available for use. Any Static Fields created will be available for use with reimbursable, reconcilable, and invoices mapping.
Reconcilable mapping
1. Click the Actions button and select Mapping.
2. Review the reconcilable default settings and change them to match your Sage 200 Standard data requirements.
Invoicing mapping
When configuring your Sage 200 Standard invoices mapping options, you'll be able to choose between two posting options; Bank Payment and Purchase Invoice.
1. Click the Actions button and select Mapping.
2. Review the Invoices default settings and change them to match your Sage 200 Standard data requirements.
Please review our FAQs or contact us via Live Chat or by emailing support@expensein.com with any of your ExpenseIn system queries.