Coding

In this section, you'll find a number of guides that explain the basics of coding documents for approval!

What is coding?

"Coding" refers to the process of adding buyer accounting details to invoiced items, either before invoicing – i.e. in the purchase request (PR) or the purchase order (PO) submitted to the seller – or when the invoice is received. These accounting details are added in order to determine what tax sho...

15235 0 Created on 2019-08-19 16:24:14; Last updated on 2022-05-23 05:00:38

Can I code multiple lines at once?

Yes! You can select several lines in the invoice to be directed towards the same cost center, for example. All you have to do is this: Select the lines that should be coded together by clicking on them. Note that you can also easily bulk-select all lines, if necessary. Checkboxes will ...

14687 0 Created on 2019-01-25 15:28:44; Last updated on 2022-05-23 05:00:36

How do I code an invoice?

Invoice coding tasks that are assigned to you are visible from your Task Manager list. Select the one that is assigned to you to open it. Note that the padlock icon displays when someone is currently working on the document, so that only the task assignee can edit it. You can easily see in ...

17016 3 Created on 2019-01-25 15:30:26; Last updated on 2022-05-23 05:00:36

How do I delegate coding tasks?

You can always reassign documents to other team members for coding. All you have to do is open the relevant task and click Other actions in the bottom right corner. A side panel will open, where you should choose the option Reassign your coding task. After you choose it, you will be able to...

16667 0 Created on 2019-02-06 14:01:45; Last updated on 2022-05-23 05:00:37

Can I split coding lines?

Yes! If only part of the amount should go to one cost center, and the other part should go to another cost center, for example, you can split the line. Once a line has been coded, you can add a split as follows: Go to the line that should be split, and click View coding. The line expands to...

16187 0 Created on 2019-02-06 14:02:32; Last updated on 2022-05-23 05:00:37

How do I reject invoices?

You can reject any invoice you have received and return it to the seller that sent it. To do this, use the following procedure: Open the invoice, for instance by selecting the relevant task in Task Manager. The invoice is displayed in Invoice Viewer. In the bottom right corner ...

15027 0 Created on 2019-05-29 14:44:31; Last updated on 2022-05-23 05:00:37

How do I remove coding details?

Coders can remove coding details from individual lines in the following way: On the line whose coding details should be removed, click View coding. The line expands to display the coding details and a number of options at the bottom. Click Remove coding. A confirmation window appears. Click Remove c...

13571 0 Created on 2019-05-29 21:56:46; Last updated on 2022-05-23 05:00:37