The Application Mapping feature in Cledara provides a centralised way to manage expense codes and accounting settings for all your applications.
By assigning the right codes in bulk, you can ensure accurate financial reporting and a seamless import to your accounting platform.
To get started, navigate to Settings > Workspace settings > Accounting > Application Mapping.
From here, SaaS Admin and SaaS Finance users can manage the accounting fields used for each application in your software stack.
Jump to the information you're looking for:
How do I create an accounting field?
How do I modify accounting fields?
How do I remove an accounting field?
How do I map my applications?
Where can I find the applications with a budget set in a different currency?
How do I create an accounting field?
From the Application mapping tab, click Configure fields on the right:
Here, your fields are shown in an accordion menu for Accounting fields. Click + Add new to create an accounting field:
You can create fields that represent the data points needed for expense classification, such as Department, Cost Centre, or Internal Project Code.
Field Configuration Options
- Field name: Choose a unique, descriptive name. Duplicate field names are not allowed.
-
Field type: You can choose from:
- Text
- Number
- Date
- Boolean
- Any master data list you've already created in the Accounting Records tab
-
Mandatory field: You can choose to make a field mandatory. If you do, you'll be asked to set a default value.
A default value acts as a dynamic placeholder for any unmapped applications.
If an application hasn't been mapped, it will display the current default value. If you later update the default, unmapped applications will automatically reflect the new value.
Example: If the field 'Department' is mandatory and its default value is 'Marketing', any unmapped applications will inherit 'Marketing' by default. If the default is later changed to 'Product', those same applications will now display Product.
To lock in a specific value and prevent it from changing with future default updates, click open the dropdown and select the value.
How do I modify accounting fields?
You can update the details of an existing field or change the order in which it appears in the Application Mapping table.
SaaS and Spend share the same accounting fields.
Any changes made to the fields will be reflected in both Application Mapping tab for SaaS and Accounting tab Spend.
From the Application mapping tab, click Configure fields on the right, and locate the accordion menu for Accounting fields:
Click and drag to reorder your fields.
Click Edit next to the field to:
- Rename the field
- Toggle the mandatory setting
- Update the default value (if applicable)
How do I remove an accounting field?
From the accordion menu for Accounting fields, click on the right.
How do I map my applications?
To map your applications, click on the relevant fields in the table, select or enter the entry for that application:
If the field is not mandatory, you have the option to click to remove the assignment.
Where can I find the applications with a budget set in a different currency?
If your workspace operates in multiple currencies, your applications are automatically sorted into different accounts based on the currency you set their budget in.
You can switch between GBP and EUR accounts to find the applications with GBP and EUR budgets respectively.