Map ledger accounts

Mapping the relevant VOGSY ledger accounts to your accounting software’s ledger accounts is necessary to synchronize your financial transactions between the two products.

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The list of account mappings display on the Ledger account mapping page. Each mapping can be edited or deleted.

To add new mappings, do the following:

  1. Click Add New Mapping. The Map new ledge accounts form displays.

  2. Click the drop-down list to display the list of VOGSY ledger accounts. These accounts are taken from the data configured in the Revenue types, Costs, and Expense types master tables].

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  3. Select the ledger accounts that you want to map and then click Save. The accounts that you chose will be added to the Ledger account mappings page.

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    When they are added to the page they are unmapped, meaning they have not been matched to a corresponding account from your accounting software.

  4. For each unmapped account, do the following:

    1. click the pencil blue to add the corresponding account from your accounting software.

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    2. Click the dropdown list and select one of the available accounts.

    3. Click check blue. The account is now mapped.