The Coding field dialog
Use these settings to edit or add a coding field.
To access this dialog:
Select a
Workflow service at the
customer level. Select
Coding Configuration and in the Coding
fields settings, click
, or select an existing
coding field and click
.
Note This topic describes
Control Center
settings.
Learn about
Admin Center
settings here.
Use these settings to edit or add a coding field:
| Display name | The 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. |
| Available for account types | Determines which account types this coding field can be used with. |
| Show coding field as sub line | Displays the coding field on a new line when coding invoices. This is helpful if you have many coding fields and want to avoid scrolling horizontally. |
| Accept empty value | Lets you approve the invoice if the field value is empty. |
| Include in coding suggestion | Determines whether the field is included in
coding suggestions.
Use automatic coding suggestion must be enabled in the coding configuration settings to utilize this feature. |
| Use coding-field master data | Determines whether generic master data is used to specify which values appear for selection in the coding-field boxes. If this settings is selected, you can only use the coding values provided by the master data when approving invoices. |
| Master data display format | Determines how the master data appears when coding invoices. |