You can code to any of the accounts available, however your approver for the invoice can only approve accounts within their delegation range and amount limit. To handle multiple approval invoices see Chapter 5. Coding Templates You can save a coding template for a recurring multiple line invoice. Enter the first line accounts then and add another line etc until you have all the account lines you need then click on the Save as Template icon above the invoice lines. Name the template and select the Bound to Supplier or Bound to Ledger option and Save. To select the template again click on the Get Coding Template icon and select your template then add tax codes and amounts for the current invoice. When coding is complete click on the Save button in the Coding zone. If you have a delegation of Approval for the accounts and amount of the invoice you can now approve it, please see Chapter 6 for instructions. To send for approval click on the Review button To view Recipients click on the button next to the Next Recipients box. Select the next recipient from the Tab. Users To add the recipient as a Favorite click on the Add to Favorites button this will place the recipient in the Favorite tab for future invoice approvals. Chapter 3 How to manage payment requisitions – Employee/student payment requisitions with GL coding completed by the requestor on the forms will be automatically populated in Basware GL coding grid. The coder will need to review the coding grid, modify if necessary and send for approvals as described in Chapter 2. Note: in the system, employee/student payment requisitions are identified as EPBIN or STBIN
You can code to any of the accounts available, however your approver for the invoice can only approve accounts within their delegation range and amount limit. To handle multiple approval invoices see Chapter 5. Coding Templates You can save a coding template for a recurring multiple line invoice. Enter the first line accounts then and add another line etc until you have all the account lines you need then click on the Save as Template icon above the invoice lines. Name the template and select the Bound to Supplier or Bound to Ledger option and Save. To select the template again click on the Get Coding Template icon and select your template then add tax codes and amounts for the current invoice. When coding is complete click on the Save button in the Coding zone. If you have a delegation of Approval for the accounts and amount of the invoice you can now approve it, please see Chapter 6 for instructions. To send for approval click on the Review button To view Recipients click on the button next to the Next Recipients box. Select the next recipient from the Users Tab. To add the recipient as a Favorite click on the Add to Favorites button this will place the recipient in the Favorite tab for future invoice approvals. Chapter 3 – How to manage payment requisitions Employee/student payment requisitions with GL coding completed by the requestor on the forms will be automatically populated in Basware GL coding grid. The coder will need to review the coding grid, modify if necessary and send for approvals as described in Chapter 2. Note: in the system, employee/student payment requisitions are identified as EPBIN or STBIN
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