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Centime Ideas
Status Review
Categories Invoice automation
Created by Sophia Yu
Created on Nov 14, 2024

AP Coding tab does not have ability to add or delete lines

If it can also be made possible to slide the Invoice Summary tab with a left-right slider to make the Document screen smaller/larger that would be ideal too.

What is the use case?

When an invoice has many lines, it's always easier to code in the Coding tab than the Invoice Summary tab.

However, you currently still need to ensure you have the right lines in the Invoice Summary tab before you can code them in the Coding tab.

If you later realize you need to delete a line, you also need to go back to the Invoice Summary tab to Delete.

Impact?

The space is so limited in the Invoice Summary tab and there's no way to slide the document viewer smaller, so it's cumbersome to add the lines.

As a user it makes sense to Open the document in a new tab, then go to the Coding tab to complete the granular coding & add or delete lines from the Coding tab as well.

Is there a work around?

Yes continue the process as is.

Proposed solution?

Allow adding & deleting lines in the Coding tab.

Also allow line-matching in coding tab for PO-invoices bc if a line is added we should give it a chance to link with the PO from the coding tab.

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