The administrator can add one or more default coding lines for a vendor. When configured for a vendor, an invoice will be automatically coded to those lines, with the invoice total split across each line based on the percentage indicated.
Vendor Codings can be accessed through the Vendors page.
- Go to AP Settings -> Vendors
- Click on the
button to open the Vendor Default Codings page
- Click on the Add button
- Split: Percentage of invoice amount to allocate to the default coding. If adding more than one line of default coding, the lines should add up to 100% spilt.
- Coding Name: Select your coding type. Typically there will only be one type of coding.
Coding Fields: Once you select the coding name, a list of your coding fields will be displayed. Select the values for the coding fields. If any of the fields should be left empty so that it can be coded during invoice processing, then please select the value “TBC”. Atleast one field must have a valid value to be able to save the default coding.
Save: Click Save once the fields values have been selected. Note: After each individual coding line is saved, the entire coding will need to be saved.