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How do I code an invoice?
Created on 2019-01-25 15:30:26; Last updated on 2021-10-26 08:00:27
Invoice coding tasks that are assigned to you are visible from your Task Manager list. Select the one that is assigned to you to open it. Note that the padlock icon displays when someone is currently working on the document, so that only the task assignee can edit it. You can easily see in the Task Manager’s Assignee column who owns the task.
- Go to the line that requires coding, and click Add coding.
- A side panel opens, from where you can assign the line item to the right cost center / project. Note that coding lists must be defined by your Tradeshift administrator first. You can then select the appropriate commodity, general ledger, and company codes.
- Click Done at the bottom of the side panel when you are done.
The coding details are now added to the selected line, and the Add coding field is replaced with a View coding field.
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