How to code invoices in Quadient AP - NextGen

Modified on Wed, 21 Feb 2024 at 03:55 PM

This article relates to the Quadient AP NextGen UI, which is being released to our customers on a rolling basis. To learn more about the NextGen UI, please reach out to your Customer Success Manager.


Please Note: There are ongoing updates to the Invoice and Purchase Order Header Details view. Your Header Details may look slightly different from what you see in the screenshots below.

After invoices are processed through the Document Inbox, they are available to code in either the New or In Progress tabs of the Invoice Module. Users with the Invoice Coder, Invoice Administrator, and System Administrator roles are able to code invoices. 


Coding invoices

Click on the invoice number, or double-click anywhere on the invoice to open the invoice details view. 


Depending on whether you use the Auto Capture, Smartcapture, or Line Item Capture features, some information may already be coded to the invoice. List items such as Vendor, GL Account, Item, Customer, and a number of others must be coded on the Header and Line details section. Depending on your setup, some items may be coded already by default or be marked as a required coding field. 


You can code the remaining details to the invoice, verify any automated coding, and submit the invoice for approval.

Check out the links below for additional tips for coding invoices:

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