Coding an AP Invoice in Image Manager

Coding an AP invoice in Image Manager

Overview: This document demonstrates the Coder role (Level 1 in AP Workflow). The Coder is the person who codes and distributes the cost of the invoice.

STEP 1: Click the Workflow Notifications Link

Note: To filter your list of tasks, you can click Show/Hide Filters. Since this How To deals with approving Vendor invoices, I changed Workflow Type to: Vendor Invoice Approval, Notification Type to: Approval and clicked Apply Filter.

Tip: You can filter by dates

Tip: If you wanted to view and then get rid of all the FYI Types, then try changing your notification type to FYI. Once you have reviewed you can click Select All and Approve/Reject/Close and all your FYI types will be gone all at once

STEP 2: Choose the invoices you want to code or click Select all to code them one at a time

STEP 3: Click View

STEP 4: Click on the first invoice

STEP 5: Click to open Cost Coding Detail section

STEP 6: Double check the company is correct

STEP 7: Double check the project is correct

Note: If this invoice is for another project, CLICK HERE to view the rerouting How To
STEP 8: Choose the Phase code to charge to

STEP 9: Choose the category to charge to

STEP 10: Enter the Amount being charged to that phase code/category combination

Note: If you are splitting the costs between different phase code/category combinations, click the + sign to the right to open another section
STEP 11: Click Update

STEP 12: Click Approve

Note: By clicking Approve, this moves the invoice onto the next Approver in Line (Invoice Approver - Level 2)
STEP 13: Click Next if you have more than one invoice to approve