Auto-code and/or auto-describe invoices

LeapAP already automatically extracts invoice number, date, and amount from all invoices, but you can also auto-code invoices and set their descriptions automatically to make processing invoices even faster! When a vendor at a property is configured for auto-coding and auto-description invoices, any new invoices received from that vendor will be ready for approval. You can always change the invoice description and expense GL during the coding and/or approval process if necessary.

To configure auto-coding and/or auto-description:

• Click on Vendors in the top navigation bar
• Select All in the drop-down menu
• Search for the relevant vendor and property
• Select the Basics tab at the bottom of the screen
• Choose a Default GL in the searchable drop-down box to select the appropriate expense GL
• Check the Automatic invoice description box if you also want to auto-populate the Invoice Description
• Click Save

Note: This Default GL will apply to all the accounts that are listed in the accounts tab.

LeapAP also allows you to set up account-level Default GLs. To do so, follow the steps below: 

• Click on Vendors in the top navigation bar
• Select All in the drop-down menu
• Search for the relevant vendor and property
• Select the Accounts tab at the bottom of the screen
• Choose a Default GL by clicking on the Change Default GL button for the account numbers listed on that page and then selecting the GL from the dropdown menu.
  
• Click Save

Note: If the account-level GL is not selected (left blank), the GL that is set on the 'Basics' tab will be applied to the account number.