Coding Your Expenses

Properly coding expenses ensures accurate financial reporting and seamless accounts payable processing.

Input Fields

After expenses are processed, extracted details display automatically. Users should review and verify these fields:

• Supplier: The vendor or entity providing goods or services
• Type: Document classification, such as supplier invoice or receipt
• Reference (Ref): Unique invoice identifier, typically from the supplier
• Date: Invoice issue date
• Due Date: Payment deadline
• Currency: Currency of the invoice
• Account: Appropriate account category based on company settings
• Net Amount: Total before tax application
• Tax: Applicable tax based on jurisdiction and rate
• Total: Final payable amount including tax

Publishing Your Expense

Once all required fields are completed, the Publish button becomes enabled. Click Publish to finalise expense coding.