Quick answer: First create the categories: click your user name, select Companies, then Actions > Manage accounting settings and click Add new. Then open a market list item, choose its expense category and click Save. Each item can have one expense category. Then follow the steps below.
Applies to: Buyer Hub
You can assign expense categories to market list items to help you group your spending. Unlike tags, you can only assign one expense category per item.
At the moment, expense categories are used only to enable each market list item to be mapped to a different Chart of Account/Category when documents are exported to Xero or Quickbooks Online.
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Setting up expense categories
Before you can assign expense categories, they must be created first.
Click your user name at the top of the page, and select Companies (note: access to the Companies page is restricted to users with the permission only).
Select Actions > Manage accounting settings.
You will see the following screen. Click Add new.
Give the expense category a name, then click Save.
The category is now created. You can rename or delete the category any time you want. Note that if the category is deleted, the mapping for this category on Xero/QBO will be removed and exported documents will no longer carry this mapping info.
Assigning categories to items
If you have created the expense categories:
Select a market list by going to Outlets > Actions > View suppliers > Actions > View market list.
Select an item by clicking it. The Edit product dialog box will open.
Select an expense category from the dropdown.
Click Save.
Mapping expense categories to Xero/QBO accounts
If you would like the items to be mapped to their own COA/categories on Xero or QBO, once you have assigned the items an expense category, the categories must be mapped to Xero's Chart of Accounts or Quickbooks Online's Categories in the integration settings screens.
IMPORTANT - The item-level expense category mapping will not appear on the exported documents on Xero/QBO if you do not do this step.
Check out these articles to find out how to do this:
Xero: Log on to the Buyer Hub desktop panel. Click on your username at the top right corner of the page and select Companies.
Quickbooks Online: Log in to Nomni Procure on desktop, click your username (top right) and select Companies. Click Actions next to the company, select Manage integration and connect QuickBooks Online. You need admin access.
Set up the Xero integration
Follow these steps:
Log on to the Buyer Hub desktop panel.
Click on your username at the top right corner of the page and select Companies.
Click the Actions button next to a company and select Manage integration.
Note: Each company can only integrate with a single accounting software (i.e. either Xero or Quickbooks).Select Connect next to the Xero icon.
You will be asked to log in to your Xero account. Select Allow access when asked to authorise access to Xero.
Once done, you will be redirected back to Nomni Procure.
Back in Nomni Procure, you will now need to select the export options for your data.
Full guide: Xero.
Need help?
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