With Smart Mapping you can quickly map transactions based on business partners and automatically create rules for future transactions from them.
Navigate to:
Transactions → Unmapped → Smart Mapping
After clicking Smart Mapping an overview of all detected counterparties opens.
Assign categories to suppliers
In the first step, assign a suitable category to each counterparty.
For each entry, select the category that best describes the payment
You can distinguish between Cash In and Cash Out.
The progress is shown at the top (e.g. “4 of 27 counterparties assigned”)
As soon as you are done, click:
“Next step”
or directly on
“Review mappings and create rules”
Review mappings and create rules
In the next step you see a summary of your assignments.
The categories are shown grouped together
You see how many transactions are affected per category
Review the assignments and then click:
“Create rules”
After the rules have been created:
Future transactions with the same counterparties are mapped automatically
Manual follow-up work is significantly reduced
Your liquidity planning becomes more consistent and faster