Coding invoice lines in iCompleat is quick and 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.

There are two quick and easy ways to code invoice lines:

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

In this article, we show you both ways.

Code each line individually

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

Here's how you do it.

In the Unprocessed tray, select the invoice you'd like to code.
The invoice summary page appears, with lines that need coding highlighted pink, and details of the missing codes.
Select any line.
The invoice editing page appears, with each line represented by a number in the top-right.
Select one of the numbered lines to begin coding it.
The line information appears, with any missing codes highlight pink.
For each required code, select the drop-down, then select a code.
Select 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.

Here's how you do it.

In the Unprocessed tray, select the invoice you'd like to code.
The invoice summary page appears, with lines that need coding highlighted pink, and details of the missing codes.
Hover over the Quick Actions button to the right above the lines, and select the code you'd like to apply to multiple lines.
From the drop-down, select the code you'd like to apply to multiple lines.
Select the checkbox on each line you'd like to apply the code to.
Select OK to apply your changes.

Nicely done!

Repeat the same steps for all the missing account codes until your invoice is fully coded.