Step 3: Complete Coding & Submit for Approval
After reviewing the extracted data and ensuring the invoice is correctly matched, the final step is to complete any remaining coding and submit the invoice for approval.
Steps:
- Review Document Type: Ensure the Type field (e.g., "Invoice - PO Matched") is correct for your workflow.
- Complete Line Level Coding:
- Review each line item. While matching often copies coding from the PO, some fields might still need completion based on your setup (e.g., specific GL accounts, dimensions like Department or Cost Centre).
- Double-click in any required field and select the appropriate value from the drop-down list.
- Review Document Totals:
- Verify the Subtotal, Tax, and Total Amount 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.
- Add Attachments/Notes (Optional):
- Use the Related Attachments or Chat features if you need to add supporting documents or communicate with colleagues about the invoice.
- Submit for Approval:
- Once all coding is complete and accurate, click Save and Submit.
What Happens Next?
The invoice enters your organisation's approval workflow. Its status will change to Approval (or a similar status depending on your configuration), and it will be routed to the designated approver(s). You can track its progress through the different statuses.
End of Tutorial
You have successfully processed a supplier invoice with a purchase order!
Related How-To Guides:
title: Step 3 - Code & Submit description: Complete any remaining coding on the invoice and submit it for approval. slug: /product-guide/ap-clerk/process-po-invoice/step-3-code-and-submit sidebar_label: 3. Code & Submit
Step 3: Complete Coding & Submit for Approval
After reviewing the extracted data and ensuring the invoice is correctly matched, the final step is to complete any remaining coding and submit the invoice for approval.
Steps:
- Review Document Type: Ensure the Type field (e.g., "Invoice - PO Matched") is correct for your workflow.
- Complete Line Level Coding:
- Review each line item. While matching often copies coding from the PO, some fields might still need completion based on your setup (e.g., specific GL accounts, dimensions like Department or Cost Centre).
- Double-click in any required field and select the appropriate value from the drop-down list.
- Review Document Totals:
- Verify the Subtotal, Tax, and Total Amount 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.
- Add Attachments/Notes (Optional):
- Use the Related Attachments or Chat features if you need to add supporting documents or communicate with colleagues about the invoice.
- Submit for Approval:
- Once all coding is complete and accurate, click Save and Submit.
What Happens Next?
The invoice enters your organisation's approval workflow. Its status will change to Approval (or a similar status depending on your configuration), and it will be routed to the designated approver(s). You can track its progress through the different statuses.
End of Tutorial
You have successfully processed a supplier invoice with a purchase order!
Related How-To Guides: