What are category and merchant mappings?


The Category and Merchant fields on your transactions are determined via expense data. Because we use a standard set of categories, they can easily be mapped to your GL accounting fields. We recommend mapping all Brex categories, as you cannot export expenses with uncategorized GL fields to your ERP.

Determining your mappings will happen when you first integrate your ERP, but you can also access them at any time through your dashboard.

Step 1: Go to Accounting > Manage accounting fields > Mappings and find the Mappings section.

Step 2: Click on the GL account section you want to auto-code to open the mapping creation section.

Step 3: Create each mapping by pointing the Brex category or Merchant to the correct GL account.

Here’s an example of a category mapping between the Brex category of Advertising & marketing to the GL account 6010 Advertising.

HC - Category Mapping 01

If you’ve created any custom rules, those will override your mappings. To learn how to create custom rules, please see this help article.

Was this article helpful?

|

Still can't find what you're looking for?

Chat with us