Categorising Invoices for Accounting
Learn how to categorise and code converted invoice data for your chart of accounts. Map vendors, expense types, and cost centres for accurate bookkeeping.
Frequently Asked Questions
How do I add categories to converted invoice data?
After conversion, open the CSV in Excel or Google Sheets and add a category or account code column. Use VLOOKUP or manual entry to map each vendor or line item to your chart of accounts.
Can I create vendor-to-account mappings?
Yes, build a lookup table with vendor names and their default expense accounts. Use this to auto-populate categories when importing new invoices, then review and adjust as needed.
What about cost centre allocation?
Add a cost centre or department column to your CSV before import. For split allocations, duplicate line items with different cost centre codes and adjust amounts accordingly.
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