Automated GL coding

How does automated GL coding work?

There is a bolt-on feature for the 7bridges software to automatically assign GL codes to the charges in your logistic provider invoices; bringing a number of benefits. Every charge in an invoice can be GL coded separately and this can be done in an automated way.

The 7bridges software works by creating GL coding rules. These rules are configured by our operations team and, once defined, they are run in a specified sequence to GL code each charge.

If a charge is GL coded automatically you will get an "A" next to the GL code to indicate that has been done as shown below:

If you hover on the "A" you will see the name of the rule used to allocate the code as shown below:

The rule applied to a charge will be the last rule that applies a GL code to that charge. For example, if you have rule 1 and rule 3 affecting the GL code of a charge, the GL code set by rule 3 would prevail as that is the last rule applied.

How do I manage charges that aren't captured by rules?

At the top of the GL coding section you can see how many charges are auto coded, manually coded or uncoded:

Below this section you will also see a number of buttons in the 'Invoice items' section which filter the items where charges are in a number of categories:

• Uncoded - any invoice items that contain 1 or more charges that have not been coded
• Auto - any invoice items where ALL charges have been automatically coded by a GL code rule
• Manual - any invoice item that contains 1 or more charges that have been coded manually in the software by a user
• Without charges - any invoice items that do not have charges and therefore do not need coding

Find further information on how to manually assign GL codes here.

What data can be used to automate GL coding?

Any shipment data that is received into the 7bridges software can be leveraged in the GL code rules.