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, [me]card, or cash. If you ever need to pay that vendor through Accounts Payable or a Checking account in the future, you can map the vendor normally at that time. This article explains how to enable and adjust these settings.
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 export it. Vendor mapping is required only for invoices that are paid via Accounts Payable or Checking.
If an invoice was paid another way — for example, with a credit card, [me]card, or cash — there's usually no need to map the vendor. 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 getting notices for tasks your process doesn't require.
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 with a payment account of "Accounts Payable" or "Checking".
If things change and you later need to pay that vendor through Accounts Payable or Checking, 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 mapping", which appears as the last option in the list.
- If the vendor's payment account is set to "Accounts Payable" or "Checking", you will need to select a different default payment account. (More information is below.)
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.
A new default payment account other than Accounts Payable
Every vendor in [me] has a default payment account which tells MarginEdge how that vendor is normally paid (for example, Accounts Payable, Credit Card, or Petty Cash). Because "Accounts Payable" and "Checking" require a corresponding vendor for export, you can't skip mapping while a vendor's default payment account is set to either.
If you set Skip mapping but the vendor's payment account is set to "Accounts Payable" or a "Checking", a box will pop up asking you to choose a different payment account first. Select the correct account and click "Save Changes".
Likewise, if a vendor's mapping is already skipped and you try to change its default payment account back to Accounts Payable or checking, you'll be prompted to map the vendor (to avoid skipping it) in order to make that change.
What if the vendor already has unpaid invoices set to Accounts Payable?
If there are invoices that haven't been sent to your accounting system yet, and those invoices are currently set to be paid through "Accounts Payable" or "Checking", you can still skip mapping after performing one extra step. 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 or Checking.
- Keep them in Accounts Payable or Checking — Leaves those invoices as Accounts Payable or Checking, 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 started.