Custom Chart of Accounts Mapping
Every transaction is mapped to your practice's own chart of accounts before it reaches your accounting software, not a generic set of categories you have to fix afterwards.
- No set up fees
- No credit card required
- Cancel anytime
Set the mapping once per client. Every export follows it.
Custom chart of accounts mapping lets a practice tell Receiptflow exactly how it wants transactions categorised, once, and have every future receipt follow that mapping automatically when it exports.
Set the mapping once, per client
Nominal codes and categories are configured against each client's chart of accounts, matching how the practice already codes transactions in its accounting software, whether that structure was inherited from a previous system or built from scratch.
Receiptflow category
Materials
Nominal account (Xero)
Tax rate
20% VAT (VAT on Expenses)
Every export follows the mapping automatically
Once mapping is set, receipts are coded to the correct nominal account as part of the normal export flow, with no manual re-categorisation needed transaction by transaction.
No manual coding - every line follows the mapping, not a Xero default.
Map every transaction to your preferred chart of accounts.
Different clients, different charts, no conflict
Each client's mapping is independent, so a practice serving clients on different accounting software or different chart structures does not have to compromise on any one client's setup.
Fuel →
449 · Motor Vehicle Expenses
Tax →
20% VAT
Fuel →
429 · General Expenses
Tax →
No VAT (flat rate)
Different clients, different charts of accounts - no conflict, no shared default.
Mapping can change without re-coding history
If a client restructures their chart of accounts partway through the year, the mapping is updated going forward, past exports are not automatically re-coded.
Was
500 · Subcontractors (default)
Now
325 · Subcontractor Costs (CIS)
Applies to future exports only. Receipts already exported keep their original code - nothing is re-coded.
Why generic categories create rework
A default category list rarely matches how a practice actually wants a chart of accounts structured, which means someone has to re-code transactions after export. Mapping the chart once removes that rework from every future receipt.
No post-export tidy-up
Transactions arrive already coded correctly, rather than needing a separate re-categorisation pass in the accounting software.
Matches how the practice already works
Mapping follows the practice's existing structure, not a generic default that assumes every client codes the same way.
One setup, ongoing benefit
Mapping is configured once per client and then applies automatically, it is not a step repeated on every export.
Practices with an established chart of accounts
Practices with a house structure
A firm-wide chart of accounts standard is preserved rather than overridden by a generic export default.
Clients migrating accounting software
A client moving to a new platform can have mapping set up to match the new chart from day one.
Multi-entity clients
Clients with more than one entity, each on its own chart, can be mapped independently without cross-contamination.
