MSP Manager

Override default mappings to accounting software

Question

How do I override my default accounting mappings that I defined in account settings?

Answer

  • Navigate to , select a customer from the list, and click Rates. You can edit each rate and set a specific accounting item different from the defaults in account settings.
  • When you add an expense item to a ticket, you can specify a different accounting item to map to from the New Expense menu.
  • When creating or editing a service item for a specific customer, select a Mapped Accounting Item from the bottom of the Service Item Editor to override any default mapping previous selected.