The accounts and tax mapping page in A2X plays a crucial role in selecting the correct GL (General Ledger) account and tax rate for each transaction type. Recent improvements by A2X have made this page even more user-friendly, faster, and accurate. In this article, we will explore the tips and tricks to maximize the benefits of the enhanced mapping page.

This video gives you an overview of the new page and explains how best to use it:

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Your filter options in A2X will vary based on your ecommerce channel integration, registered country, and invoice settings enabled in your account.

A2X provides filters based on the main chart of account types, such as Income and Expense. By selecting these filters, you can view a list of transactions associated with each category, simplifying the mapping process.

Example of categories filtered by income:

Example of categories filtered by expense:

Transactions are sorted into the following categories: Income, Expense, Current Liability, Current Asset, Tax, and Other. This sorting allows for easier navigation and mapping of transactions within specific account types.

A2X offers default search filters for transaction-related information such as transaction details, marketplace, account, and tax rate.

Advanced setup users can access additional settings and filter options, including country and tracking filters, by enabling the Registered Country settings.

The transactions filter feature enables users to narrow down the list of transactions to a specific main transaction type. For instance, transactions connected to an Amazon store can be filtered to display only Sales or Shipping Income

To focus on transactions shipped to your main registered country, you can filter the transactions by country. This filter helps streamline the display of transactions specific to your country of operation

When transactions are grouped by registered country, automapping rules and transaction details become more manageable. Transactions shipped to your registered country are prioritized, followed by transactions shipped outside of it.

The exclusion feature allows you to exclude specific transactions, descriptions, countries, marketplaces, accounts, tax rates, or tracking/classes from your view. This can be helpful when filtering out irrelevant or redundant transactions.

The example below is the list of transactions excluding all transactions shipped to "GB"

A2X provides the option to filter transactions using tags or keywords. By selecting the Transaction Details TAG option and entering a keyword, you can filter the list of transactions to include only those containing the specified keyword.

Example without tag

Example using tags (keywords)

The accounts filter lets you view transactions mapped to a specific chart of accounts, while the tax rate filter displays transactions mapped to a particular tax rate. Both filters include all active accounts and tax rates within your accounting system.

Example filter by account

Example filter by tax rate

With the Bulk Actions feature, you can efficiently set your preferred account, tax rate, or tracking/class in bulk. Simply select the desired transactions by ticking their checkboxes, and then choose the appropriate account, tax rate, or tracking/class for the bulk application.

Example select boxes

Example field to bulk apply a tax rate to the selected transactions

By default, A2X displays 20 transactions per page. However, you can increase the number of transactions shown per page by selecting a higher value from the available options. This customization allows for more convenient navigation and analysis.

Hovering over the information bubble associated with each transaction category provides additional insights and explanations about the transaction type.

A2X uses a message bar to notify users if any transactions lack mapped account or tax rate information. All transaction lines turn from yellow to white when mapping is complete. To quickly locate unmapped transactions, utilize the sort option next to the Account or Tax Rate column.

Automapping rules streamline the mapping process by associating specific chart of account and tax rate options with each transaction type. By selecting the appropriate account and tax rate from the dropdown list for each transaction category, you can set up rules to automatically map similar transactions in the future.

Click HERE to learn more about automapping rules.

Always remember to click the Save Mapping button at the bottom of the page to ensure that your account mapping configurations are saved and applied consistently to your settlements.

For users managing multiple marketplaces, consider adding tracking codes or classes for each marketplace in your invoice settings.

This enables the generation of custom reports that allow you to analyze and evaluate marketplace-specific performance effectively.

Automapping - set rules in A2X

Advanced rules for Amazon accounts, UK VAT, OSS IOSS and AU GST registered users

Enable Registered Country settings for region-specific mapping settings
​VAT Settings by Marketplace

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