How do I view/export the GL code information of an invoice

There are three ways to view a summary of a GL coded invoice:

1. Via the Invoices section

if you navigate to an invoice and go to the GL coding section you will see a section that shows the summary of charges against each GL code as below:

Screenshot of GL coding section summary for an invoice

You will also see how many charges are uncoded, have been automatically coded, manually coded and without a charge therefore don't need to be coded.

2. Via document

if you navigate to an invoice, at the top of the invoice you will see a Download button. Click this and select the option to Download GL codes report for that invoice:

Screenshot of GL coding PDF download on an invoice page

3. Via file transfer

if you want the most automation, then the 7bridges software can be configured to export GL coded information to an sFTP endpoint of your choosing. Then your finance teams can pick the information up and load it into your financial systems.