Coding from Invoice XML

How can coding be imported directly from the invoice's details?

Functionality

To add coding directly from imported invoice's XML data, Dooap will check the applicable invoices for following segments:

1. ROW/DEFAULT_ROW_POSTING/ACCOUNT_REFERENCE
   Populates line coding for each row.  The coding pattern should be presented as a string, separated by a semicolon (;)

     <ACCOUNT_REFERENCE> 600170;;025;011;AudioRM </ACCOUNT_REFERENCE>

2. ROW/FREE_TEXT
   This element will be populated to the coding row’s field "Transaction text"

3. ROW/ROW_TOTAL
   This amount will be populated to the coding line’s amount field.

4. INVOICE_CENTER / CONTENT_FRAME / INVOICES/ INVOICE/ ROWS / ROW / DEFAULT_ROW_POSTING / REPORTING_CODE 
   Support for destination company in coding.

Notes

• Automatically created lines can be edited by user.
• If segments of coding are left blank, Dooap will automatically fill those in with vendor default dimensions. 
• If coding includes incorrect values, these will be populated to the UI and validated against the company's account structure .
  
  

Administration

To activate the feature, please contact Dooap support support@dooap.com.

Once activated, the feature can be enabled in Dooap Admin section on two levels:

1. For a single vendor.
2. For the entire company.
   
   

Roadmap

Improvements to the feature will be added in coming releases, including:

• ML support
• Manually fetch coding lines
• Configurable vendor default dimensions to missing segments
• Project coding.