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Updating the fields in the product mapper will update the CSV, Xero, and QuickBooks exports for order and invoices. Instead of exporting the default settings, the system will export your mapping.

You can map print ads, digital ads, services and digital media, print and digital subscriptions, and fees. Each type has a hierarchy for what the system will export. There is also an option for either booked or deferred.

Ad Sales mapping will first check if the ad size has anything mapped. If nothing is mapped to the ad size, the system will check if the publication is mapped. If the publication isn't mapped, the system will use the default settings. Example: I have an invoice for three line items. One line item has a mapped ad size, one a mapped publication, and the other isn't mapped. The export file will have a different value for each item.

Service mapping will first check if the service has anything mapped. if nothing is mapped on the service, the system will check the service category. If nothing is mapped on the service category, the system will use the default settings. Example: I have an invoice with three line items. One line item has a mapped service item, one has a mapped category and one isn't mapped. The export file will have a different value for each item. You can also do different mappings based on booked or deferred items.

The Fee items that display are pulled from your active Named Invoice Charges. If you choose to not map fee items, then when invoices are pushed to your financial system, the fee will be added to the original invoice. If you map a fee, and push an invoice with that fee, when brought into your financial system, there will be two separate invoices; one for your original invoice, and a separate invoice for the fee amount.

The deferred bucket takes precedence over booked. Don't enter anything into a deferred date if you don't defer and pick up revenue.

The deferred rules work differently for print, digital, and service items.

Print Deferred Rules: Print ads are deferred if the ad is on an issue with a reporting date in the future. If you have enable issue closing on, the system will check the closed date instead of the reporting date.

Digital Deferred Rules: Digital is deferred if the ad is on an issue with a reporting date in the future. If you have enable issue closing on, the system will check the closed date instead of the reporting date. If the deferred digital setting is on, the system will check the run date on digital items to determine whether or not to differ the revenue. The system will compare the invoice date to the end date of a digital item. If the invoice date is in an earlier month then the end date of the digital ad, the system will defer the revenue. Also, if the run date spans multiple months, the item will be deferred. Deferred Examples: Invoice is dated 11/10; The run date is from 11/1 to 12/15; Digital ad is on an issue with a reporting/closed date of 12/15.

Service Deferred Rules:If a service item is marked as prorated, the service will always be deferred. If a service item is not marked as prorated, but the due date and event date span over 31 days and the event date is in the future, the service item will be deferred.

If using Xero, you have the additional option to map Tracking Categories.