Quick Coding

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If a transaction does not need to be split between multiple lines, and it is not necessary to leave cardholder comments for the approver, it can be allocated on the main “Account Statement” screen using "Quick Coding."  Once “Quick Coding” has been set up, (click here for set up instructions) the boxes for allocating will be displayed directly on the “Account Statement” screen.  
  • Small camera iconCheck the box next to the transaction requiring allocation.  

  • Use the “Org Code,” “Account,” “Activity” (if needed) and “Narrative Details” boxes at the top of the screen to enter the allocation information.  

  • Be sure to click save when finished.