Brex | What is category mapping?
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What is category mapping?

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.

CX: category-mapping

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.

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Open an account

What is category mapping?

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.

CX: category-mapping

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.

Was this article helpful?

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

Chat with us->

What is category mapping?

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.

CX: category-mapping

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.

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

Chat with us->