Table of Contents
2. Auto-GL code assignment on bills
Setting up GL coding rules
1. Go to "Settings" then "Rules."
2. Click on "+ Add Rule" and select the "Add Bill Rules" option.
3. Add your condition for GL code rules. For example, if the Vendor name is Test Demo 11 and the Department is Marketing, then the CoA value is 11100986.
To learn more about rules, check out the article: What are custom rules and how to set them up for accounts payable?
For more complex and multi-dimensional GL coding rules, set up contact support@peakflo.co
Auto-GL code assignment on bills
Based on the pre-defined GL coding rules set up by you, when the bill is OCRed, the Peakflo system automatically reads the header and line item details (such as vendor, department, cost center, project, tax, and amount) and auto-assigns the appropriate GL codes according to those rules. This ensures that bills are consistently coded in line with your chart of accounts structure without requiring manual data entry for each new bill.
