After installing the Accounting App, Rewaa automatically maps transactions to the most suitable accounts based on the transaction type and location. This ensures that all transactions are recorded correctly in the Chart of Accounts. This article explains all the details of accounting mapping in Rewaa.
Steps to Configure Accounting Mapping
Make sure to add all the accounts you want to the platform. For more details about adding accounts, click here.
Step 1: Access Accounting Mapping
Go to Settings > Finance > Accounting Transactions Mapping.
You will see inventory operations with the default account linked to each operation.
Step 2: Map Transactions
Click the current account name.
Select the new account.
Choose the scope of application:
Upcoming Transactions Only (The update will apply after saving changes).
Previous and Upcoming Transactions (The update will apply starting from the date you specify).
ℹ️ Note: The new account must be of the same type and nature as the previous account.
Example: If you change inventory count operations from Cost of Goods Sold to a new account called Inventory Count Costs, both must fall under Expenses.
Step 3: Save Mapping
Click Save.
If you selected Upcoming Transactions Only, the mapping will apply to new transactions.
If you selected Previous and Upcoming Transactions, the system will immediately start transferring past transactions.
Click Confirm.
View Mapping Details
To check mapping details (such as update date and the user who made the change):
Go to Settings > Finance > Accounting Transactions Mapping.
All details will appear below the account name.
Manage User Permissions for Accounting Mapping
Go to Settings > Users.
Click the ⚙️ icon > Edit User.
Scroll to the bottom of the page > click the arrow next to Settings.
Locate Accounting Mapping for Transactions and assign the suitable permission:
Read: User can only view accounts.
Edit: User can view and change accounts.
Click Save Custom User.
FAQs
Can I edit the mapping of a transaction in a closed financial period?
No. You must reopen the financial period first, update the mapping, and then close it again.I mapped transactions to the wrong account. How do I fix it?
Repeat the steps in this article and select the correct account.Does accounting mapping for inventory counts or stock outs affect Net Income in the dashboard?
No. Mapping transactions does not affect Net Income in the dashboard.How can I confirm that past transaction mapping is complete?
From the progress bar at the top of the screen. Once the transfer is complete, the bar will turn green.