COA (Chart of Accounts) Mapping Rules

Overview
COA Mapping Rules automate your accounting workflow in Mysa by linking Mysa categories to specific accounts in your ERP's Chart of Accounts. Mysa doesn't just lilnk the mysa category to the Chart of accounts in your ERP but for more granular control an Chart of Accounts is mapped to the combination of Mysa vendor and Mysa category. This way we ensure the accuracy of automatic mapping is pretty high.
Once configured, bills automatically map to the correct accounts, reducing manual entry and ensuring accuracy.COA Mapping Rules automate your accounting workflow in Mysa by intelligently linking expense categories to specific accounts in your ERP's Chart of Accounts.

Mapping Logic

Unlike basic category-to-account mapping, Mysa provides granular control through dual-factor mapping:

Mysa Vendor + Mysa Category = COA

This combination-based approach ensures exceptional accuracy in automatic mapping. For example:

• Office supplies from Vendor A might map to "Office Expenses - Department 1"

• Office supplies from Vendor B might map to "Office Expenses - Department 2"

Creating COA rules

While on accounting tab, the COA rules can be created from 3 places

1. From the accounting settings.

   

2. From the Table view - COA drop down

   

3. From the Table view - COA dropdown by clicking on the the rule creation Icon

   

1. Creating COA rules from Accounting settings

1. Click on Settings in the top right corner

2. In the COA rules tab, click on + Create new and select Create New Rule
   

3. Select the required Mysa Vendor and Mysa Category

4. You can select multiple Mysa Vendors.

   1. If 'Any Vendor' is selected, the rule will apply to all the vendors. However, the new rule will not override the previously created rules.

5. Select the COA used in the accounting software

   

6. Click save and the Rule has been created with the defined parameters.

2. Creating COA rules directly from the list

1. Click the COA/Ledger dropdown in the line item

2. Click on Create Rule

3. Follow the steps as above

3. Creating COA rules from the icon

While creating a rule by clicking on this icon, the fields are prefilled as the selection in the table. The selected COA, Mysa Vendor and the COA will be pre-filled.
All it needs is a review and then one can proceed to create the rule.

Applying COA Mapping Rules

Standard COA Application

When processing bills in Mysa, you can apply Chart of Accounts mapping by selecting the desired COA from the dropdown menu.

How It Works

Without Rules:

• If no mapping rule exists for the vendor + Mysa category combination

• The COA field will remain unselected by default

• Manual selection is required

With Rules (Recommended):

• If a mapping rule has been created for the vendor + category combination the COA will be automatically prefilled

• Simply review and proceed

Benefits of Using COA Rules

• Reduces human error through automation

• Accelerates accounting workflow with pre-populated fields

• Increases efficiency by eliminating repetitive selections

• Ensures consistency across similar transactions

Line Item Level COA Selection

For bills with multiple line items containing different Mysa categories, you can apply COA rules at the individual line item level.

Steps for Line Item Mapping

1. Each line item may have different Mysa categories

2. Open the COA dropdown and click on Select at line level

3. Choose the correct Chart of Accounts entry

4. If rules exist for that vendor + category combination, COA will be automatically selected

Things to note

1. If the COA rule needs to be applied to all Vendors in Mysa, select the checkbox for 'Any Vendors'

   

2. Once a COA rule is created the same cannot be duplicated

3. A COA rule name cannot exceed 100 characters

4. A COA rule once created can only be deleted and cannot be edited. Once deleted it will be removed from the COA list view.
   

FAQs

Q: Why isn’t my rule applying to existing bills?

A: Rules only apply to bills processed after creation. If you want it to apply to all exxiting bills select the option ' Apply this rule to all previously created entries with same Vendor and Category' while creating the COA rule

Q: Can I map one Mysa category to multiple COA accounts?

A: No—each unique combination (Vendor + Category) maps to one COA account.

Q: What if my ERP account isn’t listed?

A: Sync your ERP to refresh accounts. Still missing? Contact your ERP admin.

---

> For Tally integrations or advanced issues, reach out to [Mysa Support](mailto:support@mysa.io).