Smart coding reduces the invoice processing time for invoice processors by automatically pre-coding the cost object and category on the invoice.

With smart coding, Perk learns how users code an invoice and reduces processing time by suggesting the cost object and category for each line item.
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If you have set up custom fields in your organization, smart coding can be used to automatically assign the corresponding custom fields.

Applying smart coding in Perk

When smart coding is enabled, Perk proceeds as follows:

• For new invoices of new suppliers that Perk has never seen, it does NOT automatically code the cost object and category. Perk first needs to “learn” what has been used in the past to submit on a given invoice.
• For invoices of suppliers that have been already submitted into the workflow, Perk tries to populate all the cost objects and categories fields of the line items, suggesting a possible coding.

When you upload an invoice with smart coding enabled, Perk predicts cost objects and categories and displays a message:

If you submit the invoice or save it, the green banner disappears. If you click Clear selection, the suggested cost objects and categories are removed and you need to manually select the cost objects and categories.

If you select another supplier, depending on available data, Perk tries to smart code and predict the correct cost object and category for the new supplier.