The AppsMap™ feature helps you position your firm as an app advisory expert. It does this by visually showing clients how recommended apps integrate with their accounting software. You can customise the AppsMap™ design, assign apps to categories, and display a bespoke map in each proposal.
Step 1 - Enable and design your AppsMap™
Go to Configure and select Pricing Tool.
Select the AppsMap Settings tab.
Tick the box to Enable the AppsMap™ feature.
Enter a name and description for your AppsMap™ (this appears in proposals).
Choose the number of categories (four or eight spokes).
Rename categories as needed and drag them to set the display order.
Save your settings.
Step 2 - Assign apps to line items
Go to Configure and select Line Items.
Ensure you add all apps you provide or recommend as line items (consider creating a “Software and Subscriptions” section).
Open a line item and click the AppsMap™ icon.
Tick Add App Icon and complete the fields:
App Category: Select from your configured categories
App Icon: Choose from the library
Preferred Position: Assign the app’s position on the map (centre reserved for core accounting software)
Data Flow: Choose one-way, two-way, or away from the accounting software
Disable Pricing (optional): Use this if you recommend the app but don’t provide setup
Save your changes.
Step 3 - Test your AppsMap™
Create a proposal and select the apps you configured
Scroll to the Preview section to view the AppsMap™
Apps marked as “roadmap” will appear as recommended rather than delivered
Key points:
Maximum of two apps per category. Duplicate categories if you need more
Return to the AppsMap™ page to review category assignments
Your AppsMap™ will display in proposals, showing clients how apps integrate and how data flows between them.
See also
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