Quick GL coding access
- Mike Gonzalez
We have added quick access functionality to easily assign a global GL code to any invoice that is not currently fully GL coded right from the pending approval screen! This feature is great to quickly handle any invoice that might be missing GL codes from the auto GL coding feature.
**Please note, this is only for invoices that are not fully GL coded already.
To access this new feature, first, start on the pending approval screen
From the pending approval page, look to any Invoice/PO combo and check the status column. For any combo that has a red GL code symbol, this feature is available.
Once you click on the red GL Code button, a side window will pop out and allow you to make your global GL code update.
The window on the right will contain a dropdown menu with you active list of GL codes, choose any you want save and you are all set!
If you have any questions, please feel free to reach out to support at any time.
914 219 0020 or tickets@on.care
Thanks,
On.Care Support.