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Centime Ideas
Status In progress
Categories Invoice automation
Created by Joe
Created on Oct 5, 2023

Capture & coding: Copy/Split lines

Challenge: manual work (possibility of errors) of splitting 1 line

  • The user may want to use the exact same line description

  • Often manually splitting a line only requires 1 coding field to be changed

  • Users can make mistake when dividing the amount or quantity & rate - can we help them avoid errors and facilitate this work


Notes from Joe

Lou City often splits a whole invoice into 2 expense lines, coding them only slightly differently.

For example, say an invoice has 10 lines and Lou city wants aggregate capture. These 10 lines are captured under 1 expense line, as expected. It's all going to be coded to one GL account and one class. However, 5 of the lines (grouped together) needs to have one description, while the other 5 lines need to have another description.

Lou city would like to be able to copy the single, captured and coded line (the result being 2, identical expense lines), then simply change the amount and the description. That way, they don't have to code everything from scratch again.

Here is a video of Lou city describing this (https://drive.google.com/file/d/1EYsql83KvyUTFu76Fq2HShgq08fua11W/view?usp=sharing). Time frame is 6:00-7:55

Client / Prospects AWAITING (internal only) Twisted x, Louisville City FC, Caring People
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