Next User Type: Admin
Once you have created an accounting integration in J.P. Morgan Next, you need to configure the integration. Configuration allows you to map your custom fields in Next to data fields in your accounting software.
After you have mapped your accounting integration with Next, you can view and manage mapped custom fields.
You can also have Next automatically map any new dimensions you add to your accounting software.
Notes:
J.P. Morgan Next currently supports reimbursement sync for Oracle NetSuite, Sage Intacct, and QuickBooks Online customers. For other accounting integrations, you can export reimbursements as a .csv file by selecting the Export icon on the Reimbursements page, which you can then upload to your accounting software.
Custom fields that allow multiple selections cannot be included when configuring an accounting integration.
Open integration from a web browser
In the Next Navigation Menu, select Integrations
Find the integration you want to configure:
Oracle NetSuite
QuickBooks Desktop
QuickBooks Online
Sage Intacct
Select the Configure button for the integration
Note: If the integration displays the Connect button, you must first connect the integration before it can be configured. Select a link from Step 2 to view steps for integration connection.
Follow the steps below to manage your configuration settings
Manage integration mapping from a web browser
From the Mapping section, you can map your custom fields in J.P. Morgan Next to data points in your accounting software. Depending on your accounting software, mapping categories may include a chart of accounts, department, location, class, project/job, and customer. The categories that display may vary based on your accounting software and the information configured during setup. Each category displays the number of fields that are currently mapped.
To configure a category, select the Configure button.
Select or create a Next custom field to use for mapping.
Select if you want accounts map manually or automatically:
To have Next automatically create account names and map them to the fields from your accounting software, select the Automap accounts
To manually create and map connections, select the Manually map
The Mapping page displays the category fields from your accounting software, ID number, and Next field name.
To find a field in the Mapping page, enter a term in the Search field or use the Account Types drop-down menu.
To select a custom field from Next to use for mapping, select the Custom Field drop-down menu. Then select the custom field you want to use.
Note: Custom fields that allow multiple selections cannot be included when configuring an accounting integration.
You can also create a new custom field. To create a new field, enter the title in the Custom Field drop-down menu. Then select the Create Field Name link.
After you have selected a new Next custom field, you will need to confirm that you want to erase existing mapping. To confirm, select the Continue button.
To select a custom field option for mapping, select the Field Name field. Then select the option you want to use.
To create a new field option, enter the title in the Field Name field. Then select the Create link.
To unmap a field option, select the checkbox next to the options you want to remove. Then select the Unmap Accounts button.
Note: You can view mapped field options from the Transactions page. You can also remove unmapped options so spenders do not select these options when they categorize their transactions.
To save your changes, select the Save button.
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