How to autocode manually entered transactions
To speed up the process, you can automatically code transactions based on information attached to the Other Party.
This is a handy tool to use if the Other Party is consistently coded to the same category and extended code. For example, an FMG transaction would be coded to RI : I (Rates & Insurance : Insurance).
Autocoding saves time and ensures accurately coded transactions.
In order to use this tool, you do need to set up Other Parties in your database.
If you haven't set up an Other Party, have a look at our topic, Create an Other Party.
How to setup autocodes on an existing Other Party
In the Transaction screen, click on Setup - Other Party.
Locate and highlight the Other Party you want to attach a category and extended code to.
Click on the Cashbook tab.
Select a category and extended code.
Click OK to save the changes.
TIP: If you use the Enterprise tool, you can also allocate an enterprise to the Other Party.
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