Copy Coding

Audience: Accounting Manager

Summary: Reviews how the copy coding feature works to copy previous coding onto a new draft invoice from the same vendor. 

The article covers the following topics: 

• What is Copy Coding?
• How to Use Copy Coding

What is Copy Coding? 

Copy Coding eliminates the manual effort required to coding recurring invoices. Invoice preferences in the Vendor Profile allow for single attributes to be used to automatically code. But what if the various lines on your invoices pertain to multiple attributes (e.g. multiple locations, classes, expense accounts, etc.)? 

Rather than starting from scratch, this feature allows users to select a previous invoice to pull coding from and automatically populate all coding fields and amounts (if desired). 

How to Use Copy Coding

In order to use Copy Coding, the following must be true:

1. Invoice is a draft (not posted yet).
2. Invoice is connected to a vendor.
3. At least 1 invoice has been previously coded to this vendor.

In the New View

1. Open the draft invoice.
2. Click the dropdown arrow next to the Save button in the upper‑right corner.
3. Select Copy Code. 
4. Choose from your previous three invoices and the way they were coded. 
5. Click Apply.
   • Your lines will now match the attributes from the selected invoice.
   • To also copy amounts, check Include Line‑Level Amounts. This will pull the amounts from the previous invoice as well.

In the Classic View

1. Open the draft invoice.
2. Click Actions.
3. Select Copy Code. 
4. Choose from your previous three invoices and the way they were coded.
5. Click Apply.

Important Notes

• Once coding has been copied, it cannot be undone.
• If you leave the invoice without saving, the copy coding changes will not take effect.