If your accounting software does not connect directly to Spend Management, you can set up custom mapping for your general ledger (GL) accounts, locations, and classes.

1. Select the Profile & settings icon.
2. Select Accounting settings.
3. In the General ledger accounts section, select Configure chart of accounts.
4. Select + Add GL account.

You can map your chart of accounts in two ways. You can enter your GL account, location, and class settings by hand. Or you can export a CSV file from your accounting software and upload it to the Spend Management app during setup.

On the Account Settings page, you can choose whether to let employees add GL account, location, and class values to their transactions based on the values you set in your chart of accounts.