In an invoice coding rule, you can combine text from multiple fields such as the Other party, Reference and Line description.

How to create a rule in an invoice

  1. Click on the three vertical dots on the right-hand side of each coding line.

  2. Select New coding rule.

Confirm the criteria

If the Other Party, Line Description or Reference contains information on the invoice, this will be populated into the rule for you. You can choose to delete any of these or add additional Criteria.

You can also edit the text that is searched in the 'Line Description contains' criteria.

For example:

If you have many different types of Hansen pipe fittings in an invoice, just using the word 'Hansen' instead of using the entire description such as 5x Hansen Female... or 3x Hansen Female Tee 20mm means that any coding lines that contain 'Hansen' will be coded for you.

If you have already recorded a category and/or extended code on the line, this will also be populated into the rule for you.

You can change this in the rule and this will also update the coding line in the invoice.

If there isn't a category and/or extended code on the line, you can enter it here.

Once you have created the coding rule, click Save.

The new coding rule will be applied to any other lines in the invoice that match the Criteria, and also to future invoices lines.

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