[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"$fDLLpCyETylYk_BZ6mrFCxNY2qUUmuDTGm7foXc8fpzg":3},{"id":4,"documentId":5,"title":6,"slug":7,"summary":8,"body":9,"order":292,"featured":293,"seoTitle":294,"seoDescription":294,"searchText":295,"createdAt":296,"updatedAt":297,"publishedAt":298,"locale":299,"category":300,"localizations":305,"related":313},5680,"qgvwr858wnigzca10dax4xck","Mapping templates and rules","mapping-templates-and-rules","Mapping templates and rules give invoice lines the right general ledger account, cost centre or other category automatically.",[10,16,22,87,94,98,156,164,168,181,196,201,215,233,237,247,265,269,273],{"type":11,"children":12},"paragraph",[13],{"text":14,"type":15},"A mapping template holds rules that decide which categories, such as general ledger account or cost centre, an invoice line gets. You link a mapping template to a relation. On every new invoice from that relation, Invoyz applies the rules.","text",{"type":17,"level":18,"children":19},"heading",2,[20],{"text":21,"type":15},"Create a mapping template",{"type":23,"format":24,"children":25},"list","ordered",[26,36,44,52,71,79],{"type":27,"children":28},"list-item",[29,31,34],{"text":30,"type":15},"Go to ",{"bold":32,"text":33,"type":15},true,"Mapping templates",{"text":35,"type":15}," and click the plus button.",{"type":27,"children":37},[38,40,42],{"text":39,"type":15},"Enter the ",{"bold":32,"text":41,"type":15},"Name",{"text":43,"type":15}," and choose a company or a company group. Later you can turn a template into a global template for all companies with the convert-to-global action on the template.",{"type":27,"children":45},[46,48,50],{"text":47,"type":15},"Under ",{"bold":32,"text":49,"type":15},"Default selection",{"text":51,"type":15},", choose the categories for lines that no other rule applies to.",{"type":27,"children":53},[54,56,58,60,62,64,65,67,69],{"text":55,"type":15},"Optionally choose ",{"bold":32,"text":57,"type":15},"Auto approve",{"text":59,"type":15}," and ",{"bold":32,"text":61,"type":15},"Group",{"text":63,"type":15},". ",{"bold":32,"text":61,"type":15},{"text":66,"type":15}," merges lines with the same categories; under ",{"bold":32,"text":68,"type":15},"Grouped line description",{"text":70,"type":15}," you choose the description the merged line gets.",{"type":27,"children":72},[73,75,77],{"text":74,"type":15},"Optionally use ",{"bold":32,"text":76,"type":15},"Instructions",{"text":78,"type":15}," to describe how certain kinds of lines should be booked. This is used when rules are suggested.",{"type":27,"children":80},[81,83,85],{"text":82,"type":15},"Click ",{"bold":32,"text":84,"type":15},"Create",{"text":86,"type":15},".",{"type":11,"children":88},[89,91,93],{"text":90,"type":15},"If the template covers several companies, you can set a different default selection per company under ",{"bold":32,"text":92,"type":15},"Company-specific defaults",{"text":86,"type":15},{"type":17,"level":18,"children":95},[96],{"text":97,"type":15},"Add rules",{"type":23,"format":24,"children":99},[100,107,141,145,152],{"type":27,"children":101},[102,104,106],{"text":103,"type":15},"Open the mapping template and click ",{"bold":32,"text":105,"type":15},"Add mapping template rule",{"text":86,"type":15},{"type":27,"children":108},[109,111,113,115,117,119,121,123,125,127,129,130,132,134,136,138,140],{"text":110,"type":15},"Use ",{"bold":32,"text":112,"type":15},"Add filter",{"text":114,"type":15}," to add one or more conditions: pick a ",{"bold":32,"text":116,"type":15},"Field",{"text":118,"type":15}," (such as Description, Article code or VAT percentage), a ",{"bold":32,"text":120,"type":15},"Condition",{"text":122,"type":15}," (",{"bold":32,"text":124,"type":15},"Contains",{"text":126,"type":15},", ",{"bold":32,"text":128,"type":15},"Equals",{"text":126,"type":15},{"bold":32,"text":131,"type":15},"Bigger than",{"text":133,"type":15}," or ",{"bold":32,"text":135,"type":15},"Smaller than",{"text":137,"type":15},") and the ",{"bold":32,"text":139,"type":15},"Match text",{"text":86,"type":15},{"type":27,"children":142},[143],{"text":144,"type":15},"Pick the categories a line gets when the conditions match.",{"type":27,"children":146},[147,149,151],{"text":148,"type":15},"Optionally tick ",{"bold":32,"text":150,"type":15},"Priority (always on top)",{"text":86,"type":15},{"type":27,"children":153},[154],{"text":155,"type":15},"Save the rule.",{"type":11,"children":157},[158,160,162],{"text":159,"type":15},"To add many rules at once, use ",{"bold":32,"text":161,"type":15},"Import",{"text":163,"type":15}," with a CSV or XLSX file. The example file shows the expected layout.",{"type":17,"level":18,"children":165},[166],{"text":167,"type":15},"Filter on properties",{"type":11,"children":169},[170,172,173,175,177,179,180],{"text":171,"type":15},"Besides fixed fields such as Description and Article code, you can filter on properties Invoyz reads from the invoice. When you pick one of these two as ",{"bold":32,"text":116,"type":15},{"text":174,"type":15},", you fill in two values: the property name under ",{"bold":32,"text":176,"type":15},"Match field",{"text":178,"type":15}," (not case-sensitive) and the value under ",{"bold":32,"text":139,"type":15},{"text":86,"type":15},{"type":23,"format":182,"children":183},"unordered",[184,190],{"type":27,"children":185},[186,188],{"bold":32,"text":187,"type":15},"Properties",{"text":189,"type":15},": a property of the invoice line, for example a cost center or project number per line.",{"type":27,"children":191},[192,194],{"bold":32,"text":193,"type":15},"Header properties",{"text":195,"type":15},": a property of the whole invoice. The rule then applies to every line of that invoice.",{"type":17,"level":197,"children":198},3,[199],{"text":200,"type":15},"When are properties available?",{"type":23,"format":182,"children":202},[203,209],{"type":27,"children":204},[205,207],{"bold":32,"text":206,"type":15},"UBL invoices",{"text":208,"type":15},": Properties are the item properties the supplier sends per line in the UBL file (AdditionalItemProperty), with the name used in the file. Invoyz reads them automatically. Header properties are not available for UBL invoices.",{"type":27,"children":210},[211,213],{"bold":32,"text":212,"type":15},"PDF invoices",{"text":214,"type":15},": Invoyz only reads line properties when we set this up for the supplier, for example cost-center for a cost center number printed on each line. Contact support for this. As a header property, InvoicePeriod is available: the invoice period when it is printed on the invoice, for example 01-08-2026 t\u002Fm 31-08-2026.",{"type":11,"children":216},[217,219,220,222,223,225,227,229,231],{"text":218,"type":15},"Example: Field ",{"bold":32,"text":187,"type":15},{"text":221,"type":15},", Condition ",{"bold":32,"text":128,"type":15},{"text":224,"type":15},", Match field ",{"bold":32,"text":226,"type":15},"cost-center",{"text":228,"type":15},", Match text ",{"bold":32,"text":230,"type":15},"5064",{"text":232,"type":15},". If you don't know the name of a property, ask support.",{"type":17,"level":18,"children":234},[235],{"text":236,"type":15},"Look up a category per line",{"type":11,"children":238},[239,241,242,244,246],{"text":240,"type":15},"Instead of a fixed option you can type a dynamic value in a category field of a rule or the ",{"bold":32,"text":49,"type":15},{"text":243,"type":15},". Invoyz then looks up, for each invoice line, the option whose code equals that value. The field shows the value with the label ",{"bold":32,"text":245,"type":15},"Dynamic",{"text":86,"type":15},{"type":23,"format":182,"children":248},[249,255],{"type":27,"children":250},[251,253],{"code":32,"text":252,"type":15},"$ArticleCode",{"text":254,"type":15},": the article code of the invoice line.",{"type":27,"children":256},[257,259,261,263],{"code":32,"text":258,"type":15},"$Properties[name]",{"text":260,"type":15},": a line property, for example ",{"code":32,"text":262,"type":15},"$Properties[cost-center]",{"text":264,"type":15}," for a cost center number printed on each line of the invoice. We set up which line properties Invoyz reads from a supplier's invoices for you; contact support for this.",{"type":11,"children":266},[267],{"text":268,"type":15},"If the line has no value or no option with that code exists, the line gets the default selection.",{"type":17,"level":18,"children":270},[271],{"text":272,"type":15},"Link a template to a relation",{"type":11,"children":274},[275,277,279,281,282,284,286,288,290],{"text":276,"type":15},"Open the relation, go to the ",{"bold":32,"text":278,"type":15},"Processing",{"text":280,"type":15}," tab and pick the template under ",{"bold":32,"text":33,"type":15},{"text":283,"type":15},". On an invoice, ",{"bold":32,"text":285,"type":15},"Matched rule",{"text":287,"type":15}," shows per line which rule was used, or ",{"bold":32,"text":289,"type":15},"Default rule",{"text":291,"type":15}," when the default selection was applied.",4,false,null,"Mapping templates and rules Mapping templates and rules give invoice lines the right general ledger account, cost centre or other category automatically. A mapping template holds rules that decide which categories, such as general ledger account or cost centre, an invoice line gets. You link a mapping template to a relation. On every new invoice from that relation, Invoyz applies the rules. Create a mapping template Go to Mapping templates and click the plus button. Enter the Name and choose a company or a company group. Later you can turn a template into a global template for all companies with the convert-to-global action on the template. Under Default selection , choose the categories for lines that no other rule applies to. Optionally choose Auto approve and Group . Group merges lines with the same categories; under Grouped line description you choose the description the merged line gets. Optionally use Instructions to describe how certain kinds of lines should be booked. This is used when rules are suggested. Click Create . If the template covers several companies, you can set a different default selection per company under Company-specific defaults . Add rules Open the mapping template and click Add mapping template rule . Use Add filter to add one or more conditions: pick a Field (such as Description, Article code or VAT percentage), a Condition ( Contains , Equals , Bigger than or Smaller than ) and the Match text . Pick the categories a line gets when the conditions match. Optionally tick Priority (always on top) . Save the rule. To add many rules at once, use Import with a CSV or XLSX file. The example file shows the expected layout. Filter on properties Besides fixed fields such as Description and Article code, you can filter on properties Invoyz reads from the invoice. When you pick one of these two as Field , you fill in two values: the property name under Match field (not case-sensitive) and the value under Match text . Properties : a property of the invoice line, for example a cost center or project number per line. Header properties : a property of the whole invoice. The rule then applies to every line of that invoice. When are properties available? UBL invoices : Properties are the item properties the supplier sends per line in the UBL file (AdditionalItemProperty), with the name used in the file. Invoyz reads them automatically. Header properties are not available for UBL invoices. PDF invoices : Invoyz only reads line properties when we set this up for the supplier, for example cost-center for a cost center number printed on each line. Contact support for this. As a header property, InvoicePeriod is available: the invoice period when it is printed on the invoice, for example 01-08-2026 t\u002Fm 31-08-2026. Example: Field Properties , Condition Equals , Match field cost-center , Match text 5064 . If you don't know the name of a property, ask support. Look up a category per line Instead of a fixed option you can type a dynamic value in a category field of a rule or the Default selection . Invoyz then looks up, for each invoice line, the option whose code equals that value. The field shows the value with the label Dynamic . $ArticleCode : the article code of the invoice line. $Properties[name] : a line property, for example $Properties[cost-center] for a cost center number printed on each line of the invoice. We set up which line properties Invoyz reads from a supplier's invoices for you; contact support for this. If the line has no value or no option with that code exists, the line gets the default selection. Link a template to a relation Open the relation, go to the Processing tab and pick the template under Mapping templates . On an invoice, Matched rule shows per line which rule was used, or Default rule when the default selection was applied.","2026-09-27T14:54:21.934Z","2026-11-12T09:28:18.855Z","2026-11-12T09:28:18.885Z","en",{"id":301,"documentId":302,"name":303,"slug":304},1072,"yhore1596mnj7lezh80k4y59","Relations and booking rules","relations-and-booking-rules",[306],{"id":307,"documentId":5,"slug":308,"locale":309,"category":310},5679,"mapping-templates-en-regels","nl",{"id":311,"documentId":302,"slug":312},1071,"relaties-en-boekingsregels",[314,320,325,330,336],{"order":315,"title":316,"id":317,"documentId":318,"slug":319},1,"Manage relations",5626,"g8gpcf2pbsofi1z418autcka","manage-relations",{"order":18,"title":321,"id":322,"documentId":323,"slug":324},"VAT codes per relation",5642,"k245f5obnmn644pn648xz896","vat-codes-per-relation",{"order":197,"title":326,"id":327,"documentId":328,"slug":329},"Booking period and credit notes per relation",5652,"oq65r6sya13qq2tnuh2zxn2g","booking-period-and-credit-notes-per-relation",{"order":331,"title":332,"id":333,"documentId":334,"slug":335},5,"Handle lines without a category",5690,"ofyd0ssoy58xb5izezbxkap9","lines-without-a-category",{"order":337,"title":338,"id":339,"documentId":340,"slug":341},6,"Set up categories",5702,"fivv4bx4tbzi6nirdz4ce2ck","set-up-categories"]