Coding templates in the administration tool : MediusGo Customer Portal

Modified on: Tue, 6 Aug, 2024 at 12:39 PM

Go to Business rules - Coding templates and press on the top of the page.

Specify the following fields:

Field

Description

Template name

Name of the template

User name

Name of the person the template belongs to (if the user template type is selected).

Template type

General template	The template type can be used by all users in the company in question.
User template	The template type can only be used by the person selected in the Username drop-down list.
Administrative template	The template type can only be used by invoice administrators in the queues New Invoice Review and Invoice Exceptions Review.

Load coding rows from an existing coding template

For work-saving purposes, you can select an existing coding template in the drop list which you can then easily modify to a new template.

Coding rows

Here you specify the coding rows the template should have in the same way as you code an invoice in the invoice application
Selectable row types:

Cost row: % rate of the net amount of the invoice.
Tax charged to expenses: % rate of the VAT amount of the invoice charged to the cost account
Deductible tax: % rate of the Tax amount of the invoice charged to the Tax account
Cash rounding: used for PO matching, read more about this in the article Administration of PO matching, used only for Coding suggestion on companies.
Reverse tax: % rate of the net amount of the invoice, if this line type is used two lines should be added, one debit and one credit.
Markup: used for PO matching, read more about this in the article Administration of PO matching, used only for Coding suggestion on companies.

When all the information is specified in the template, the data is saved by clicking the Save button.