Create mapping rules

After you've set up importing bank transactions into Expense Management, you can remove even more manual steps by ensuring that as much as possible of the transaction data is recognized automatically. Mapping rules is the term for helping Expense Management to recognize transaction data automatically.

Mapping rules can be set up for:

1. Currency codes and Country/Region codes, because different banks and credit card providers often provide this data using a variety of codes for currencies and countries
2. Expense Type codes, which can be automatically matched depending on transaction data fields such as business names, business codes, company IDs and keywords in the description.

Country Region mapping

Most banks provide a country/region code for the business where the purchase was made, but Business Central doesn’t always recognize it automatically. A common example is a bank using the code GBR while Business Central uses GB, both referring to Great Britain. It’s important to set up Expense Management to map these correctly, since you may have different posting setups based on the expense’s location.

• Go to Unhandled Bank transactions inbox Cue.
• Select Bank > Country/region Map.
• Configure mapping rules.

Expense type mapping

To set up expense type mapping, follow these steps:

• Go to Unhandled Bank transactions inbox Cue.
• Select Mapping Rules.
• Choose a User ID, and Field Name from the bank transaction data, and enter the value that should map to an Expense Type Code.
• Determine the order in which rules are applied with the Rule No. column. The order is looking at the transaction (numbering of the different rules. After an earlier rule is applied to a transaction, any further rules will be ignored, so make sure that the most important rules have the lowest numbers.