Coding from Invoice XML

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.