Summary:

This article contains instructions on how smart coding is applied to invoices. All below mentions of 'smart coding' refer to Smart Coding Premium feature. Normally SmartCoding is configured to happen after an invoice has been validated. SmartCoding proposes automatically coding dimensions with high accuracy.

Instructions:

Proposals can be seen trough invoice process so no matter who is responsible of the codings (AP or end users), they all see the proposed values.

 

 

SmartCoding does not propose only the TOP1, it also shows the TOP5 predictions from where user could select values if the automatically populated value is not correct this time. For e.g. it may be that proposed cost center code is used most of the time but today costs will go to different cost center. SmartCoding shows the pattern of these rarely used cost centers too.

The confident % in dimension guides user of the correctness of the value, if % value is in green color then it has reached the threshold, if it’s yellow then it’s below threshold.

 

 

SmartCoding can be configured also to happen manually, in this case user will push SmartCodig button and system will call the SmartCoding module to get the coding proposals.

 

 

 

SmartCoding also writes to the invoice action logs entries of the actions.

 

Also there is reason if coding proposal failed

 

 

SmartCoding setting are under DATA MANAGEMENT (user rights needed).

 

 

SmartCoding reports are also under DATA MANAGEMENT (user rights needed). There are weekly and monthly reports available.