Craftable's Unified Platform
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      2. Craftable's Unified Platform

      GL MAPPING

      Learn how to map General Ledger accounts in Craftable and some best practices when mapping!

      GL Mapping allows you to create rules in the platform to automatically pre-allocate General Ledger codes to lines on your invoices and bills. These mappings can be applied to categories, subcategories, items, vendors, and more. 

      We recommend mapping all the categories used in your system first. This ensures that every invoice line has an allocation, reducing the chance of errors later. From there, you can get more specific with mappings for subcategories, vendors, or items!

      The process for GL mapping remains consistent in the new platform.

      To help you get acquainted with GL mapping in Craftable's New Unified Platform, we encourage you to watch the brief video tutorial provided below.

      To create and manage GL Mappings:

      1. Navigate to Accounting > GL Account Mappings in the navigation bar. 
      2. To add a new mapping, click the +Add Mapping button. 
      3. Assign GL accounts to the categories used in your system. 
      4. Click Add Mapping once again to save.
        1. Once configured, all future invoices with lines will automatically apply your mapping.

      For Craftable’s Unified Platform, you can choose to create GL mappings for all departments using the 'All' option (if you have the correct permissions) or customize mappings for a specific department. This flexibility is perfect if different departments need distinct mappings.

      GL Mapping Hierarchy:

      One important thing to note is the GL Mapping hierarchy. The platform uses the most specific mapping available. 

      Here’s how the hierarchy works:

      1. Item mappings are considered the most specific.
      2. Then comes Category + Subcategory.
      3. 3rd are just Category mappings
      4. Vendor mappings are considered the most general.

      After setting up your mappings, you can use the Update Existing Bills toggle for non-tax-related mappings. This allows you to apply your new GL mappings to multiple bills at once, saving time.

      Final tips:

      • Start by mapping all categories.
      • Use more specific mappings for exceptions like items or subcategories.
      • Don’t forget to map any credits, charges, or taxes with static GL codes.

      If you have questions, check out our help center or contact support.