Default Coding Matrix

The Default Coding matrix allows you to assign default GL coding to specific vendors that will be automatically applied to that vendor's invoices upon import into your DataServ solution.

To access the Default Coding Matrix, select the Configuration Option from the Dashboard:

Then select "Matrix - Default Coding" from the left vertical menu:

• To add a row to the matrix
  • Click "Add Row"  
  • Click "Edit" to edit the row that was just added
  • Fill in the fields
  • Click "OK"
  • Click "Submit" to save the changes

• To delete a row from the matrix
  • Click the checkbox next to the row(s) that should be deleted
  • Click "Delete Row"
  • Click "Submit" to save the changes

• To edit a row in the matrix
  • Click "Edit" on the row that needs to be edited
  • Modify the fields that need to be changed  
  • Click "OK"
  • Click "Submit" to save the changes