Coding suggestion means that the system will propose a predefined coding on invoices imported in MediusGo. It's also possible to link a Flow Template to a Suggestion to tell which users will handle the invoice. Coding suggestion are mainly used on invoices that look the same month after month.
Prioritisation of Coding suggestions
There are five types of Coding suggestion that are prioritised in this order:
- Vendor + Reference
- Vendor
- Reference
- Vendor Category
- Company
The system takes the coding from the Suggestion with the highest priority.
Flow Templates on Coding suggestions
Flow templates on Coding suggestions work in the same order of priority.
If the invoice is matched against a Coding suggestion on Vendor+Reference and that Suggestion has a Flow Template, that template will be used.
If the Suggestion does not have a template, the system will go further in the order of priority of Suggestions to see if there is a Flow Template linked to any other Suggestionand use it.
This means that it is possible to set up Coding suggestions on individual vendors, from which the coding is taken, but that the Flow Template can be set on a Suggestion for e.g. a Supplier Category if several vendors are to use the same flow, or on a Suggestion for a company if all invoices in the company are to pass through the same user.
Read more about how to create Flow Templates in the article Flow Templates.
Create new Coding suggestions
Go to Business rules - Coding suggestion in the administration tool to administer Coding suggestions.
There are three different kinds of coding suggestions, click the button 
at the top of the page and select the type you want to create at the top of the form. There are three types of suggestions: Suggestion for company, suggestion for vendor category and Suggestion for vendor/reference.
Coding suggestions for company
These coding suggestions are governed by the identity of the company in which you work. In essence, this function is used to create automatic coding of Tax. Here, only the coding rows are specified in the coding suggestion.
Send the invoice according to this flow template
A flow template can be linked to the coding suggestion, which means that the invoice follows a fixed flow, ie. a completed flow path containing both the stages that the invoice should pass and which users should be preselected as administrators in each stage. If New Invoice Review is turned off, the system will send invoices as far into the flow as possible according to this template.
Load coding from existing coding suggestion
For work-saving purposes, you can use the function Load coding from existing coding suggestion. Then an existing coding suggestion is obtained, which can then easily be modified to a new coding suggestion.
Coding rows
- Write the coding in the same way as an invoice is coded in MediusGo.
- Enter the percentage of the amount to be added to this row.
- Specify the type of row.
Optional Row types- Cost row: % rate of the net amount of the invoice.
- Tax charged to expenses: % rate of the VAT amount of the invoice charged to the cost account
- Deductible tax: % rate of the Tax amount of the invoice charged to the Tax account
- Cash rounding: used for PO matching, read more about this in the article Administration of PO matching, used only for Coding suggestion to companies.
- Reverse tax: % rate of the net amount of the invoice, if this line type is used two lines should be added, one debit and one credit.
- Markup: used for PO matching, read more about this in the article Administration of PO matching, used only for Coding suggestionon companies.
- Create a new row by pressing Enter or tab past the Row type field.
To make a suggestion that code the input tax, enter for example the % rate 100 and the line type Deductible tax.
Coding suggestion for vendor category
This option is used to create a common coding suggestion for multiple vendors that fall into the same category. Read more about how to create categories in the article Categorize Vendors.
Select category in the droplist Vendor category.
Send the invoice according to this flow template
A flow template can be linked to the coding suggestion, which means that the invoice follows a fixed flow, ie. a completed flow path containing both the stages that the invoice should pass and which users should be preselected as administrators in each stage. If New Invoice Review is turned off, the system will send invoices as far into the flow as possible according to this template.
Load coding from existing coding suggestion
For work-saving purposes, you can use the function Load coding from existing coding suggestion. Then an existing coding suggestion is obtained, which can then easily be modified to a new coding suggestion.
Coding rows
- Write the coding in the same way as an invoice is coded in MediusGo.
- Enter the percentage of the amount to be added to this row.
- Specify the type of row.
Optional Row types- Cost row: % rate of the net amount of the invoice.
- Tax charged to expenses: % rate of the VAT amount of the invoice charged to the cost account
- Deductible tax: % rate of the Tax amount of the invoice charged to the Tax account
- Cash rounding: used for PO matching, read more about this in the article Administration of PO matching, used only for Coding suggestion to companies.
- Reverse tax: % rate of the net amount of the invoice, if this line type is used two lines should be added, one debit and one credit.
- Markup: used for PO matching, read more about this in the article Administration of PO matching, used only for Coding suggestionon companies.
- Create a new row by pressing Enter or tab past the Row type field.
Coding suggestions on vendor/reference
These coding suggestions can be created in three different ways:
- Vendor: These suggestions are used on invoices from a specific vendor.
- Reference (wildcard % can be used): These suggestions are used on invoices with a specific reference.
- Vendor + reference (wildcard % can be used): These suggestions are used on invoices from a specific vendor that has the specified reference
Send the invoice according to this flow template
A flow template can be linked to the coding suggestion, which means that the invoice follows a fixed flow, ie. a completed flow path containing both the stages that the invoice should pass and which users should be preselected as administrators in each stage. If New Invoice Review is turned off, the system will send invoices as far into the flow as possible according to this template.
Load coding from existing coding suggestion
For work-saving purposes, you can use the function Load coding from existing coding suggestion. Then an existing coding suggestion is obtained, which can then easily be modified to a new coding suggestion.
Coding rows
- Write the coding in the same way as an invoice is coded in MediusGo.
- Enter the percentage of the amount to be added to this row.
- Specify the type of row.
Optional Row types- Cost row: % rate of the net amount of the invoice.
- Tax charged to expenses: % rate of the VAT amount of the invoice charged to the cost account
- Deductible tax: % rate of the Tax amount of the invoice charged to the Tax account
- Cash rounding: used for PO matching, read more about this in the article Administration of PO matching, used only for Coding suggestion to companies.
- Reverse tax: % rate of the net amount of the invoice, if this line type is used two lines should be added, one debit and one credit.
- Markup: used for PO matching, read more about this in the article Administration of PO matching, used only for Coding suggestionon companies.
- Create a new row by pressing Enter or tab past the Row type field.
View/Edit/ Remove coding suggestions
In the Administration tool, go to Business Rules-Coding suggestion and click 
. The coding suggestions that appear in the list can be sorted in ascending and descending order by column by clicking on the respective heading.
Open the form to change the existing coding suggestion by clicking on the coding suggestion in the list on the main form. The same form is shown as for the preparation of a new coding suggestion, with all information for the current suggestion completed. Add or change desired information to the coding suggestions and save the information with the Save button.
To remove a coding suggestion, open the suggestion and click Delete.