Accounting Settings

Accounting Settings

The Accounting Settings page in Hyper allows you to configure field mappings, manage customer visibility and billable options to your employees, and set your credit GL accounts. These settings ensure your expense data is properly categorized and synced with your accounting system.

Accessing Accounting Settings

  1. Log in to your Hyper dashboard.
  2. Click Accounting from the left navigation column.
  3. When the Accounting Dashboard opens, click the gear icon at the top right of the page.
Acessing Accounting Settings

Configuring the Accounting Settings

1. Field Mapping

Field mapping connects expense data from Hyper to your accounting system. You can adjust these mappings at any time, either here or on a per-expense basis in the Accounting Dashboard (see Requires Your Review in Using the Accounting Section).

• Debit GL Account Mapping

Assigns expenses to the correct debit-side General Ledger account in your accounting system and ensures accurate categorization, automates expense coding, reduces manual work, and speeds up reconciliation.
How to Configure:
  1. Click Debit GL Account.
  2. The list of synced General Ledger accounts from your accounting system will be displayed.
  3. Click the GL account value beside a category to select or update it.
Field Mapping

• Vendors

Maps merchant names from card transactions to vendor records in your accounting system (e.g., QuickBooks, NetSuite, etc).
  1. How to Configure:
    1. Click Vendors.
    2. Use the search bar to find vendors.
    3. Click the Merchant field next to a vendor to link or revise the merchant name.

• Customer Mapping

Links expenses to the correct customer record in your accounting system and ensures billable expenses are assigned to the right client, project, or job for accurate reporting and invoicing.
  1. How to Configure:
    1. Click Customers.
    2. Review your synced customers.
    3. Activate or deactivate customers as needed.

2. Customer Settings

  1. Enable or Disable Customer Selection for Employees:
    1. Enabled: Employees can select a customer and mark an expense as billable in the expense form.
    2. Disabled: Only accountants can select customers, which can still be done in the Accounting tab.

3. Debit Account Types

This section enables you to select which Debit Account Types will be synced from your ERP or accounting software (NetSuite, Quickbooks, etc.) to Hyper. You may select the following types of debit accounts:
  1. Operating Expense
  2. Cost of Goods Sold (COGS)
  3. Fixed Asset
  4. Credit Card
  5. Asset
  6. Bank
  7. Other Current Asset


The account types you select will be displayed in the Debit GL Accounts section detailed at the start of this article.

4. Credit GL Account

Credit GL accounts are required for corporate cards and reimbursements. These act as your default credit-side accounts for expense entries.
  1. How to Configure:
    1. In Credit GL Account section, locate the drop-down menus next to Corporate Cards and Reimbursements.
    2. Select the desired default GL account for each.
Alert
These accounts must be set before your organization starts using Hyper. You can change them on a per-expense basis in the Accounting tab.
Credit GL Accounts

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