How to use Accounting Mapping for Encore

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.

For the 19 Encore Metrics, we only need to map the ff:  click the link for more details

1. Income

       2. Expense

       3. Cost of Goods Sold

       4. Accounts Receivable

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 Mapping 

After selecting Accounting Mapping you may now access the Accounting Mapping feature

Sample:

How to set-up Encore Accounting Mapping feature?

To set-up Encore Accounting Mapping feature open your Accounting Mapping tab. 

If you can't see the tab click here for instructions How to access Accounting Mapping feature?

Once in the Accounting Mapping Tab you may now set-up the settings for Encore Accounting Mapping feature as follows:

1. Select your Accounting Software
2. Select Profit & Loss Statement
3. Select Map to Encore 

Select your Accounting Software   

On the upper left portion of the Accounting Mapping tab, Hover over on the dropbox list and select the dropdown button  > Your Accounting Software

Select Profit & Loss Statement 

On the upper left portion of the Accounting Mapping tab beside the Accounting software dropbox list, Hover over on the dropbox list and select the dropdown button  > Profit & Loss Statement

Select Map to Encore

On the middle part of the Accounting Mapping tab beside the word Map to, Hover over on the dropbox list and select the dropdown button  > Encore

How to Set-up Accounts Mapping in Encore feature?

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.

If you can't see the tab click here for instructions How to access Accounting Mapping feature? if Encore feature not yet in place click How to access Encore Accounting Mapping feature?

To arrange the mapping in MSPbots Accounting Mapping for Encore here 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 MSPbots Encore feature

         b.  Search for the appropriate category in the Encore mapping template

         c.  Select and drag the Account and move it on top of the appropriate  

Note: The mapped account will grey out in your Accounting Software area and the account will be visible below the Encore account category. 

Locate the appropriate accounts and drag to the Encore template

         a.  Locate the accounts available in your Accounting Software you wish to map in MSPbots Encore feature

         b.  Locate the appropriate category in the Encore mapping template

         c.  Select and drag the Account and move it on top of the appropriate  

Note: The mapped account will grey out in your Accounting Software area and the account will be visible below the Encore account category. 

Make sure to click "Save" to complete the Encore Accounting Mapping

   The save button for 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?