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The Accounting Mapping feature allows users to display and map their chart of accounts in MSPbots, and use it to create widgets, bots, and dashboards. Only users with a Financial financial role can use this feature.
For the 19 Encore Metrics, we only need to map the following accounts:
- Operating Income
- COGS - Cost of Goods Sold
- Operating Expenses
- Amortization and Depreciation - Related to operations
- Accounts Receivable - Related to Credit Sales
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The Accounting Mapping feature requires data from the accounting integrations QuickBooks Online, QuickBooks On-Premise, and Xero. |
This article is a guide on how to:
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How to access Accounting Mapping
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on the MSPbots app
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To access this feature go Accounting Mapping, go to the left most leftmost pane and click Settings > Accounting Mapping Mapping.
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After selecting Accounting Mapping you may now access the Accounting Mapping feature
Sample:
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set up the Encore Accounting Mapping feature
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To access set up the Encore Accounting Mapping feature open your Accounting Mapping tab. , navigate to Accounting Mapping on the MSPbots menu and do the following steps:
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If you can't see the tab click here for instructions on How to access Accounting Mapping |
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Select your Accounting Software
On the upper left section of the Accounting Mapping tab, hover over the dropdown for accounting software and select your software.
Select Profit & Loss Statement
On the same section, hover over the dropdown beside the accounting software dropdown list and select Profit & Loss Statement.
Select Map to Encore
Locate the Map to section and select Encore from the dropdown list.
How to map accounts to Encore Account Mapping
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To arrange the mapping in MSPbots Accounting Mapping for Encore:
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Before you map your accounts in MSPbots Accounting Mapping for Encore, make sure that you're on the Accounting Mapping tab and that the setup for the Encore feature is selected. Please refer to the previous steps for a guide on How to access Accounting Mapping and How to set up the Encore Accounting Mapping feature. |
Locate the appropriate accounts and drag them to the Encore template.
a. Browse the accounts available in your Accounting Software and locate the account that you wish to map in the MSPbots Encore feature.
b. Locate the appropriate category in the Encore mapping template for your chosen account.
c. Drag the account and drop it to the top of the category.
The mapped account will grey out in the Accounting Software section and be visible below the Encore account category.
Alternatively, you can use the search bar to start mapping an account.
a. Browse the column for your accounting software for the accounts that you wish to map to the MSPbots Encore feature.
b. Search for the appropriate category in the Encore mapping template.
c. Select the account and drag it on top of the appropriate category.
The mapped account will grey out in the Accounting Software column and be visible below the Encore account category.
Make sure to click Save to complete the Encore Accounting Mapping.
The Save button for the Encore feature is located on the lower right part of the Accounting Mapping tab
What are the Accounts to map for the 19 Encore Metrics?
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For the 19 Encore Metrics, we only need to map the following accounts:
Please disregard the mapping for the following accounts:
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Mapping Depreciation and Amortization in the Encore Mapping Template
In the section for the Encore mapping template, select the expand button corresponding to the main category Other Income to show the Amortization and Depreciation.
You can also use the search bar option above as an alternative.
Mapping Operating Income in Encore Mapping Template
In the section for Encore mapping template, select the expand button beside the main category Income to show Sales, Operating Revenues, Return & Allowances, and Miscellaneous Income.
You can also use the search bar option above as an alternative.
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Mapping Operating Expense in Encore Mapping Template
In the section for the Encore mapping template, select the expand button beside the main category Expenses to show Operating Expenses.
You can also use the search bar option above as an alternative.
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Mapping Cost of Goods Sold in Encore Mapping Template
In the section for the Encore mapping template, select the expand button beside the main category COGS - Cost of Goods Sold to show Costs and Sales Expenses.
You can also use the search bar option above as an alternative.
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Mapping Accounts Receivable in Encore Mapping Template
In the section for the Encore mapping template, select the expand button beside the main category Accounts receivable (A/R) to show Accounts receivable.
You can also use the search bar option above as an alternative.
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Once in the Accounting Mapping Tab you may now set-up the settings for Encore Accounting Mapping feature:
Select your Accounting Software
Select Profit & Loss Statement
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