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Coding of invoices

General

When the invoices arrive in the invoice application, most have been automatically coded.

This is done by matching company/supplier and reference in combination. Read more about this in the article Coding suggestions.


Coding can be performed in several of the invoice steps depending on how MediusGo has been configured.


To view the coding rows below the image, click  next to the header.

To make the section with the coding rows higher, drag the dotted bar   above the rows.


Editing rows

There are several different ways to code an invoice:

  • Enter the coding values directly.
  • Type part of a value or a description, such as "cars", and select an option from the list that appears.
  • Use a coding template
    Type template in the account field and select template from the list.
  • Copy coding from previous invoice
    • Type previous in the account field and the posting from the last invoice will be copied.
    • Select the invoice in the Previous invoices section and click Copy coding.
  • Type most common in the account field and the most common coding from that vendor in the current company will be retrieved.
  • Instead of writing the current amount in the amount field, you can write a percentage and the program will calculate the amount itself.
  • Use the amount field as a calculator by entering the characters +, -, * and /.



Creating a new coding row and moving between rows

Use the Tab key to move the cursor to the right, when the last field is passed a new empty row is automatically created. Alternatively, a new row can be created directly (regardless of where the cursor is on the current row) by pressing Enter. 

The system constantly calculates the remaining amount to be coded and proposes the remaining amount on the new row.

Movement between existing rows is done with Up Arrow/Down Arrow and Tab/Shift+Tab.


Enter key as Tab key

If you want to use Enter instead of Tab to move the cursor, set this up under Settings - Profile.



Delete coding rows

  • Removal of a non-complete coding line is done with the ESC button or by clicking  on the far left of the row.
  • Delete an existing row by clicking on the leftmost cross.
  • To delete several existing coding rows at the same time, check the box on the left of the coding rows in question, click on the Select row action drop-down list and select Delete.



Object relations

If special relationship controls are set up in the financial system, these controls are also transferred to MediusGo. The following types of controls are supported:

  • Mandatory fields are highlighted in yellow.
  • Forbidden fields to be entered are gray.
  • Optional fields to enter are white.

See example below:



Messages

It is possible to write a message on each coding row by pressing Ctrl+M in the account field.

Type the message on the form that opens and click OK.

To write the same message on multiple lines, check the boxes on the relevant lines and then select Message in the Select row action drop-down list above the coding rows. Type the message on the form that opens and click OK.


When there is a message on the row that is indicated by a speech bubble  on the left side of the current coding row.

Click on the speech bubble to open the message.

NOTE! These messages only appear on the coding rows and not in the Messages section.


Delete message

To delete a message on a row, click on the speech bubble, delete the text, and click OK.

To delete multiple messages at once, check the boxes on the relevant rows and then select Message in the Select row action drop-down list above the coding rows. Delete the text in the message box and click OK, the message will disappear on all selected rows.