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After selecting
Accounting Mapping you may now access the Accounting Mapping featureSample:
How to
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use the Encore Accounting Mapping feature?
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To set up the Encore Accounting Mapping feature, open your Accounting Mapping tab.
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On the middle part of the Accounting Mapping tab beside the word Map to, Hover over the dropbox list and select the dropdown button > Encore
How
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to map accounts to Encore Account Mapping
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To map your Accounts in MSPbots Accounting Mapping for Encore make sure that your on the Accounting Mapping tab and Set-up for the Encore feature are selected.
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To arrange the mapping in MSPbots Accounting Mapping for Encore here are the instructions to follow:
You may use the search Bar (optional)
a. Search the accounts available in your Accounting Software you wish to map in the MSPbots Encore feature
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Note: The mapped account will grey out in your Accounting Software area and will be visible below the Encore account category.
Locate the appropriate accounts and drag them to the Encore template
a. Locate the accounts available in your Accounting Software you wish to map in the MSPbots Encore feature
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