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 following accounts:
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:
To access Accounting Mapping, go to the leftmost pane and click Settings > Accounting Mapping.
Expanded pane view | Collapsed pane view |
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Sample:
To set up the Encore Accounting Mapping feature, navigate to Accounting Mapping on the MSPbots menu and do the following steps:
If you can't see the tab click here for instructions on How to access Accounting Mapping? |
On the upper left section of the Accounting Mapping tab, hover over the dropdown for accounting software and select your software.
On the same section, hover over the dropdown beside the accounting software dropdown list and select Profit & Loss Statement.
Locate the Map to section and select Encore from the dropdown list.
To arrange the mapping in MSPbots Accounting Mapping for Encore:
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. |
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.
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.
The Save button for the Encore feature is located on the lower right part of the Accounting Mapping tab
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.
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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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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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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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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