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MSPbots WIKI is moving to a new home at support.mspbots.ai to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here
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N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here
for more info!
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 role can use this feature.
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:
How to access Accounting Mapping feature?
To access this feature go to the left most pane and click
Settings > Accounting MappingExpanded pane view | Collapsed pane view |
---|---|
After selecting
Accounting Mapping you may now access the Accounting Mapping featureSample:
How to access Encore Accounting Mapping feature?
To access Encore Accounting Mapping feature open your Accounting Mapping tab
Overview
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