Skipping vendor mapping is a way to tell MarginEdge you don't need to track a vendor in your accounting system. It's a good fit for vendors you pay by credit card, p-card, or another method that doesn't require Accounts Payable. If you ever need to pay that vendor through Accounts Payable in the future, you can map the vendor normally at that time.
Article Contents
- Why do I want to skip it?
- How to skip mapping a vendor
- What if the vendor already has unpaid invoices set to Accounts Payable?
Why do I want to skip it?
When MarginEdge has an invoice from a vendor it doesn't recognize in your accounting system, we send you an email asking you to "map" that vendor to your accounting system — in other words, tell us which vendor in your accounting system matches the vendor on the invoice so we can be ready to export it.
However, there may be times you don't actually need to export this invoice and therefore don't need to map it, such as an invoice was already paid another way. The Skip Vendor Mapping feature gives you a simple way to tell MarginEdge, "I don't need to map this vendor," so you're not stuck doing unnecessary setup.
Important: If you skip mapping a vendor, none of that vendor's invoices — now or in the future — can be sent to your accounting system as Accounts Payable (a bill you owe). If you later need to pay that vendor through Accounts Payable, you'll need to map the vendor instead of skipping it.
How to skip mapping a vendor
- Go to Accounting → Vendor Mapping.
- Find the vendor you want to update.
- Open the dropdown in the accounting system vendor column for that vendor.
- Select Skip, which appears as the first option in the list.
- Adjust the Payment Account for the vendor, if prompted.
Once you select Skip, that vendor will no longer appear in the vendor setup emails you receive, and you won't be asked to map it again.
You'll need a payment account other than Accounts Payable
Every vendor has a default payment account which tells MarginEdge how that vendor is normally paid (for example, Accounts Payable, credit card, or petty cash). Because skipping mapping means the vendor can never be sent to Accounts Payable, you can't skip mapping while a vendor's default payment account is still set to Accounts Payable.
If you try to select Skip while the vendor's payment account is set to Accounts Payable, you'll see a message asking you to choose a different payment account first. You can make that change right from the same screen.
Likewise, if a vendor's mapping is already skipped and you try to change its default payment account back to Accounts Payable, you'll see a message letting you know you'll need to map the vendor (instead of skipping it) to make that change.
What if the vendor already has unpaid invoices set to Accounts Payable?
Sometimes a vendor has invoices that haven't been sent to your accounting system yet, and those invoices are currently set to be paid through Accounts Payable. If you try to skip mapping for that vendor, MarginEdge will show you a list of those invoices and ask what you'd like to do:
- Update payment account — Changes all of those listed invoices to your newly selected payment account (for example, credit card), so they're no longer tied to Accounts Payable.
- Keep them in Accounts Payable — Leaves those invoices as Accounts Payable, but marks them as "Skipped" so they won't be sent to your accounting system.
If you close this window without choosing an option, or choose to keep the vendor mapped instead, the vendor mapping will simply revert back to how it was before you attempted the adjustment.