Welcome > New customer setup > Workflow services > Coding configuration settings

Coding configuration settings

Use these settings to specify how automatic coding suggestions work for Workflow services.

To access these settings: Select a Services node in the administration tree at the customer level, select Workflow and click Coding configuration.

Use these settings to specify how automatic coding suggestions work for Workflow services:

Account types - (visible if the target system supports multiple account types)
Displays a dialog for adding an account type.
Displays a dialog for editing the selected account type.
Removes the selected account type from the list.
Default Specifies the default account type to use when coding invoices (default setting: general ledger).
Coding fields
Displays a dialog for adding a coding field.
Displays a dialog for editing the selected coding field.
Removes the selected coding field from the list.
Up/Down arrows
Changes the order of the selected coding field in the list. This determines what order the coding fields appear after the default fields (Account, Debit and Credit).
Name The display name of the coding field as it appears when coding invoices.
Internal name The internal name that ReadSoft Online and your external financial system use to identify the coding field.
Coding lines
Coding lines are optional If this option is selected, you are not required to specify coding lines.
Warn if no coding lines exist Displays a warning if no coding lines are specified when you approve the invoice; however, you can ignore the warning and approve the invoice.
Coding lines are required Displays a warning that you cannot override, if no coding lines are specified when you approve the invoice. You must specify coding lines in order to approve the invoice.
Automatic coding suggestion
Use automatic coding suggestion Determines whether automatic coding suggestions are enabled.
 Partner Specifies that coding suggestions are shared on the partner level.
 Customer Specifies that coding suggestions are shared on the customer level.
 Buyer Specifies that coding suggestions are shared on the buyer level. You must use buyers to enable this setting.
Source

Determines where coding suggestions come from.

  • Online coding - Uses historical data from ReadSoft Online to determine the default coding suggestions.
  • Line items - Inserts each line item as a coding row and uses historical data from ReadSoft Online to determine the default coding suggestions.

    When your default account type is general ledger, coding suggestions are made for account fields if you used the same account for all rows when coding previous invoices from the same supplier.

    Coding amounts for invoices are placed in the debit column, whereas coding amounts for credit notes are placed in the credit column.

    If the current document type does not have any line items, Online coding is used. If the current document type does have line item fields, but no line items are captured, no coding suggestions are created.

  • External system - Uses the API to create coding suggestions from an external system. Choose this setting if you want to use custom API code to create coding suggestions.
General
Allow balancing against total amount If this setting is not selected, you must balance the debit and credit accounts. When selected, you can balance the invoice against the total amount. This means that the absolute value of the sum of the debits, minus the absolute value of the sum of the credits, must equal the absolute value of the total amount (net or gross, depending on which Balancing amount field you select).
Balancing amount When Allow total-amount balancing is selected, this setting determines which amount field (net or gross) to use to balance amounts when coding an invoice. You can choose:
  • Gross amount
  • Net amount
  • Gross amount minus VAT amount

This setting also determines which amount field is used to calculate coding suggestions (even if Allow total-amount balancing is not selected).

Allow document parking Enables the Park document setting during approval.

This setting is only available if the target system supports document parking.