Confido pulls invoices from your ERP and uses them to power cash application, your sales forecast, and your ship-to forecast. When an ERP customer or product isn't mapped to its Confido record, the invoices tied to it quietly drop out of those workflows. The ERP Coverage screen shows you exactly where those mapping gaps are and how much invoiced revenue they affect.
What the ERP Coverage screen does
Every invoice line Confido imports carries two references from your ERP: the customer it belongs to and the product that was sold. Confido resolves each of those to a Confido record:
The ERP customer maps to a Confido customer.
The ERP product maps to a Confido product.
A line is fully mapped only when both references resolve. If either one doesn't, the line is unmapped — and it won't reconcile in cash application or count correctly in your forecasts. Because this happens silently, a mapping gap usually shows up first as a number that looks wrong downstream: an invoice missing from a forecast, or a payment that won't match. This screen is where you confirm whether unmapped master data is the cause.
Finding the screen
Go to Settings → ERP Invoice Coverage
How the page is organized
Mapping Coverage
Two cards at the top of the page show your master-data guardrail at a glance:
Unmapped customers — ERP customers that are receiving invoices but aren't mapped to a Confido customer.
Unmapped products — ERP products that appear on invoices but aren't mapped to a Confido product.
These counts are all-time and scoped to the selected subsidiary. They do not change when you adjust the month, paid status, or other table filters — they always reflect the full backlog of unmapped records, so you can see the total cleanup still outstanding.
Invoice Activity
Two more cards summarize the dollars behind the invoices currently in view:
Total invoiced — the total invoiced amount for the current filters.
Unmapped revenue — the portion of that amount sitting on unmapped lines: invoiced revenue that isn't reconciling because of a mapping gap.
Unlike the Mapping Coverage counts, these figures follow your filters, so they track whatever the table is showing. Selecting the Unmapped revenue card narrows the table to only unmapped lines.
Invoice line table
The table lists individual invoice lines with their mapping status.
Columns include:
Invoice Date and Invoice #
Customer (ERP) and Product (ERP) — the raw names as they arrive from your ERP
Qty, Amount, and Balance
Customer Mapped and Product Mapped — whether each reference resolved to a Confido record
The Customer Mapped and Product Mapped columns are where you diagnose a single line: if either shows as unmapped, that line is a source of the gap.
Filtering the view
Use the controls above the table to focus on what you care about:
Month — defaults to the current month.
Subsidiary — shown when your account has more than one subsidiary.
Unmapped only — hides fully mapped lines so you see just the gaps.
Paid status, Customer, and Brand / family — available in the filter menu.
Active filters appear as chips so you can see what's applied. You can export the current table view to CSV.
Working through your coverage
A typical cleanup pass looks like this:
Check the Mapping Coverage cards to see how many customers and products are unmapped overall.
Look at Unmapped revenue to gauge how much invoiced money is affected.
Turn on Unmapped only (or select the Unmapped revenue card) to filter the table down to the problem lines.
For each unmapped line, map the missing customer or product to its Confido record.
Re-check the cards to confirm the count and unmapped revenue have come down.
Good to know
The two Mapping Coverage counts are all-time and ignore your table filters; the Invoice Activity dollar figures follow your filters. Keep that distinction in mind when the numbers don't appear to line up.
The screen reflects data as of the last invoice sync, so a mapping you just fixed may take a refresh before it drops off the view.