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?
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:
- Invoice is a draft (not posted yet)
- Invoice is connected to a vendor
- At least 1 invoice has been previously coded to this vendor
To apply copy coding, click on Actions while in your invoice and then Copy Code.
From there, you will be able to choose between your previous three invoices and the way they were coded.
Once you select the invoice you want to copy, click Apply. Your lines will now be set up to match the attributes from the previous invoice.
If you also want the amounts from the previous invoice to reflect in this invoice, you should check off Include Line-Level Amounts and it will pull the amounts over from the previous invoice as well.
Please note that once you have copied coding, it cannot be undone. You can, however, leave the invoice without saving and the copy coding changes will not take.