Creating Expense Type GLA Mappings
PSA – Accounting Connector can automatically populate the Expense GLA Code field on expense records as soon as your users create them. The GLA is determined based on the type of expense and whether the expense is billable. To use this feature, you must map expense types to the appropriate general ledger accounts.
To create expense type GLA mappings:
- Click the Expense Type GLA Mappings tab.
- Click New.
- For Expense Type, select the expense type that this mapping relates to.
- For GLA Code (Billable), select the general ledger account used for billable expenses. This GLA is applied when users create expenses of the specified type that have the Billable field selected.
- For GLA Code (Non-Billable), select the general ledger account used for non-billable expenses. This GLA is applied when users create expenses of the specified type that have the Billable field deselected.
- Click Save. The mapping is now created.
- Repeat steps 2-5 for each expense type in your org.