How to Set Up Automatic Conversion (Mapping)

Automatic conversion

Mapping tells the module which ledger accounts to use when it turns CRM activity (invoices, payments, expenses, payslips, purchases, stock) into accounting entries.

Step-by-step

1. Go to Accounting > Settings > Mapping Setup (https://dashboard.kmmvgroup.org/admin/accounting/setting?group=mapping_setup).
2. Turn on automatic conversion for each area you use (Sales, Expenses, Payslips, Purchase, Warehouse, etc.).
3. Map each source (for example a payment mode or expense category) to the correct ledger account.
4. Save. From now on, new transactions convert automatically.

Converting older transactions

Existing records show a status of Has not been converted under Accounting > Transactions. Click Convert on each, or use bulk actions.