Category mapping is the matching of Brex’s default 48 categories with a corresponding general ledger (GL) account in your accounting software. Brex automatically categorizes your transactions, however, you can customize the mapping by going to Integrations > Manage > Categories in your Brex dashboard.

When you first set up your integration with your preferred accounting software, we recommend that you map all categories. If a transaction is associated with an unmapped category, you won’t be able to successfully export.

If you’ve created any custom rules, those will override the category mappings. To learn how to set custom rules, please see How do I create a custom rule?.

Note: You will not be able to change any of Brex’s 48 categories.

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.

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