Coding templates

A supplier where the same booking rules need to be entered frequently? Or generic booking rules, such as shipping costs, that are repeatedly used? Set up coding templates!

With coding templates, you can define codingrules once and have them automatically applied to incoming invoices.

Where can I find the coding templates?
You can set up a coding template from the invoice detail screen. In the bottom field (the coding lines), you will see the coding template icon in the top right corner.

Click on the icon to:

• View existing booking templates
• Apply existing templates
• Create new templates.

Creating a new coding template

1. Open an invoice.
2. Enter the coding lines that you want to save in the template.
3. Click on the coding template icon in the top right corner of the coding lines.
4. Click on "Add coding template".
   
5. Provide a description/name for the template.
6. Check the box "Set as default for supplier" if you want the template to be automatically applied to invoices from this supplier.
7. Check the box "Save as generic template" if the coding template is generic and applies to multiple suppliers. 
   By default, a coding template is specific to the respective supplier.
8. Finally, click on "Save coding template".

Depending on your chosen settings, the template will be applied to the next invoice automatically, or you can find the template under the booking template icon.

Manually applying a booking template
If you have a booking template that is not applied by default, or if you want to add a template on top of another booking template, you can do so as follows:

1. Open an invoice.
2. Click on the coding template icon in the top right corner of the coding lines.
3. If there are booking rules set up, you will see them listed in the pop-up:
   
   In this example, the coding template is specifically set up for this supplier, indicated by the checkmark under "linked to supplier". But it is not set as default, so it won't be applied automatically.
   
   Only one booking template can be selected as default. It will be automatically applied when an invoice that matches the template's settings is received.
   
   
4. Select the template you want to apply by clicking on the round selection button on the left side of the row.
   
   
5. Click on "Apply coding template" in the bottom right corner.
   The template is now added to the coding lines. You can still modify it and add other templates if needed.