The Distribution Worksheet
The Distribution Worksheet is the screen for batch coding and batch approval. It is available on tablet (iPad and Android tablet).
Filtering the Worksheet
Step 1: On your tablet, open the Distribution Worksheet.
Step 2: Tap the Filter List To control at the top to narrow the list.
Options are All Scenarios, Uncoded, Invoices, Credit Card Transactions, and Reimbursements.
Step 3: Toggle In Progress or On Hold to choose your queue.
Selecting Rows
Check individual rows, or tap Select All at the bottom to select every visible row.
Batch Coding
Step 1: Select the rows you want to code.
Step 2: Tap Batch Code at the bottom of the screen.
Step 3: Choose Apply to Empty Fields Only or Overwrite All Fields.
Apply to Empty Fields Only preserves existing coding. Overwrite All Fields replaces existing values. Choose carefully.
Step 4: Tap each field's Tap to Select control and pick from the master list.
Step 5: (Optional) Tick Save as Favorites to auto-fill future batches.
Step 6: Tap Apply Coding.
Batch Approving
Step 1: Select the rows you want to approve.
Step 2: Tap Approve at the bottom of the screen.
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📝 Note If any selected item is missing required coding, an Invoice Approval Failed message appears. The message tells you exactly which fields are missing. Fix the gaps and try again. |
Opening a Single Invoice from the Worksheet
Tap the eyeball icon on any row to open the full invoice detail. Approve, hold, reject, dispute, or route from the detail screen, then back out and continue your batch. The Worksheet remembers your selection.
Generating a PDF
Step 1: Open any invoice detail.
Step 2: Tap the PDF icon in the top toolbar.
Step 3: Toggle Include Details, Include History, and Include Annotations to control content.
Step 4: Tap Generate PDF.
Share the generated PDF via email or text message. An internet connection is required to generate the PDF.