Coding invoice lines in iCompleat is quick & easy. Of course, if you've mapped supplier defaults for a particular supplier, you might not even have to code any lines at all because iCompleat will do it for you. If you've only mapped a few defaults, though, the chances are you'll still have to code a line or two.

An invoice must be fully coded before you can submit it for approval. 

There are two ways to code invoice lines:

• Code the lines one-by-one
• Use the Quick Actions button to code multiple line at once

In this guide we show you both ways.

Code each line individually

Coding each line individually is your best option if each line on a particular invoice requires its own unique set of codes.

Here's how you do it.

1. In the Unprocessed tray, click the invoice you'd like to code.
2. The invoice summary page appears, with lines that need coding highlighted pink, & details of the missing codes.

   Click any line.

3. The invoice editing page appears, with each line represented by a number in the top-right.

   Click one of the numbered lines to begin coding it.

4. The line information appears, with any missing codes highlight pink.

   For each required code, select a code from the drop-down.

   
5. Click Save to apply your changes.

That's it!

Repeat the same steps for each line until your invoice lines are fully coded.

Code multiple lines using Quick Actions

The Quick Actions feature is useful when you want to apply the same codes to multiple lines on an invoice

1. In the Unprocessed tray, click the invoice you'd like to code.
2. The invoice summary page appears, with lines that need coding highlighted pink, & details of the missing codes.

   Hover over the Quick Actions button to the right above the lines, & select the code you'd like to apply to multiple lines.

    

3. From the drop-down, select the code you'd like to apply to multiple lines.
4. Tick the checkbox on each line you'd like to apply the code to.
5. Click OK to apply your changes.

Nicely done!

Repeat the same steps for all the missing account codes until your invoice is fully coded & ready to be submitted for approval.