Step 2: Review Extracted Data & Complete Coding

For non-PO invoices, you need to carefully review the extracted information and manually enter all required coding details.

Steps:

1. Open the Invoice: Click on the invoice record from the Purchasing > Invoices submodule (likely in Ready or User Review status).
2. Review Header Information:
   • Verify the Document Number, Date Issued, Due Date, and Currency match the physical invoice.
   • Ensure the correct Supplier is matched under the Company section. If not, click Match with this supplier and select the correct one.
3. Select Document Type: Choose the appropriate Type for a non-PO invoice from the drop-down menu (e.g., "Invoice - No PO").
4. Complete Line Level Coding:
   • Go through each line item on the invoice.
   • Manually enter all required coding information. This typically includes:
     • Account Code: Select the correct General Ledger account.
     • Description: Ensure the description is accurate.
     • Tax Rate: Select the applicable tax rate.
     • Dimensions: Select values for required dimensions like Department, Location, Project, etc.
     • Quantity & Unit Price: Verify these match the invoice.
   • Double-click in each required field and select the appropriate value from the drop-down or enter text as needed.
5. Review Document Totals:
   • Verify the Subtotal, Tax, and Total Amount calculated by Zudello match the physical invoice.
   • If line prices include tax, ensure the Are the line totals inclusive of tax? toggle is turned on.
   • Address any validation errors related to totals.

What Happens Next?

With all data reviewed and coding completed, the invoice is ready for submission.

Next Step: Submit for Approval

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Related How-To Guides:

• Processing an Invoice
• Business Rules Overview (Defaults might pre-fill some fields)

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title: Step 2 - Review Data & Code description: Review the extracted invoice data and manually code all necessary header and line-level fields. slug: /product-guide/ap-clerk/process-non-po-invoice/step-2-review-and-code sidebar_label: 2. Review & Code

Step 2: Review Extracted Data & Complete Coding

For non-PO invoices, you need to carefully review the extracted information and manually enter all required coding details.

Steps:

1. Open the Invoice: Click on the invoice record from the Purchasing > Invoices submodule (likely in Ready or User Review status).
2. Review Header Information:
   • Verify the Document Number, Date Issued, Due Date, and Currency match the physical invoice.
   • Ensure the correct Supplier is matched under the Company section. If not, click Match with this supplier and select the correct one.
3. Select Document Type: Choose the appropriate Type for a non-PO invoice from the drop-down menu (e.g., "Invoice - No PO").
4. Complete Line Level Coding:
   • Go through each line item on the invoice.
   • Manually enter all required coding information. This typically includes:
     • Account Code: Select the correct General Ledger account.
     • Description: Ensure the description is accurate.
     • Tax Rate: Select the applicable tax rate.
     • Dimensions: Select values for required dimensions like Department, Location, Project, etc.
     • Quantity & Unit Price: Verify these match the invoice.
   • Double-click in each required field and select the appropriate value from the drop-down or enter text as needed.
5. Review Document Totals:
   • Verify the Subtotal, Tax, and Total Amount calculated by Zudello match the physical invoice.
   • If line prices include tax, ensure the Are the line totals inclusive of tax? toggle is turned on.
   • Address any validation errors related to totals.

What Happens Next?

With all data reviewed and coding completed, the invoice is ready for submission.

Next Step: Submit for Approval

---

Related How-To Guides:

• Processing an Invoice
• Business Rules Overview (Defaults might pre-fill some fields)