Apply missing codes to invoice lines in a flash

Coding invoice lines in iCompleat is quick and easy.

If you or another user has mapped supplier defaults for a particular supplier, you might not even have to code any lines or header details at all because iCompleat applies them automatically. If only a few defaults are mapped, 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 invoice lines one by one

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. Log in to iCompleat, and go to Invoices. .
2. Go to the Unprocessed tray, and click the invoice to open it.
3. The invoice summary page appears, with blank spaces where line codes are missing. 

   Click a blank space to enter an individual missing code.

4. Depending on the type of code field, you may do one of the following:

   i. Enter a code manually

   ii. Choose a code from a drop-down

   iii. Select a calendar date

5. Repeat for any remaining codes, then click Save in the bottom-right.
   
   

That's it!

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

Code multiple lines

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 blank spaces where line codes are missing. 
   

   Click the Quick Actions button (the button with a lightning bolt), and select the type of code you want to apply to multiple lines from the drop-down.

3. Select the code you'd like to apply to multiple lines.
4. To the left of the lines, select the checkboxes next to the lines you'd like to apply the code to.

   Select the top checkbox to highlight all lines.

5. In the bottom-right, click Ok.

That's it!

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

 Still got questions? Comment below and let us know how we can improve this article.