Edge - Use Smart Coding


Summary:

This article contains instructions on how to apply smart coding to invoices. 

You can use the smart coding functionality that adds coding rows for you. Smart coding heavily decreases your manual work by proposing coding based on historical invoices and coding templates. Note that Smart Coding is not yet available for AP Pro users, or users with "Professional invoice details view" enabled in their user settings.

Instructions:

You can use smart coding only if there are no coding rows yet on your invoice.

  1. Click Tasks Invoice tasks.
  2. Click the desired invoice row to open the details.
  3. In the Coding section, click Use smart coding.
  4. Smart coding generates coding rows automatically based on a similar invoice's coding history.
  5. You can undo the action by clicking Undo smart coding.
  6. You can also edit the generated coding rows.