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  • Kofax AP Agility work queue
    • Coding activity
      • Coding activity - action bar
    • Approval activity
      • Approval activity - action bar
    • Exception activity
      • Exception activity - action bar
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      • Line Pairing Exception activity - action bar
      • Send to Line Pairing window
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      • Approve Invoice window
      • Choose GL Code window
      • Choose Cost Center Code window
      • Choose Work Breakdown Structure Code window
      • Cancel Invoice window
      • Split Line window
      • Coding Complete window
      • Comment Required window
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      • Enter Comments window
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  • Process documents
    • Sort by a column in the work queue
    • Approve documents
      • Approve a document via the AP Agility Workflow
      • Invoice escalation
      • Configure approval email notifications
        • Approval emails
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    • Coding documents
      • Submit a Coding activity document
    • Handle exceptions with documents
      • Submit an Exception activity document
      • Mark an invoice as Not Duplicate
      • Cancel an invoice
      • Modify Header Fields
    • Handle line pairing exceptions with documents
      • Accept and Resolve a Line Pairing Exception activity document
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    • Comment Request activity
      • Apply a requested comment
    • Documents on Hold
      • Release the Hold on a document
    • Common actions
      • Manage lines
        • Add a line
        • GL codes
          • Select a GL code
          • Set a GL code as a favorite
          • Remove a favorite GL code
        • Clear a line
        • Split a line
        • Delete one or more lines
        • Modify a line
        • Add data via custom fields
        • Cost center codes
          • Select a cost center code
          • Set a cost center code as a favorite
          • Remove a favorite cost center code
        • Work breakdown structures
          • Select a work breakdown structure code
          • Set a work breakdown structure as favorite
          • Remove a favorite work breakdown structure
        • Save changes to lines
      • Discard Changes to a document
      • Increase the priority of a document
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 › Process documents › Coding documents

Coding documents

The Coding activity enables you to perform the following tasks.

  • Add a line

  • Clear a line

  • GL codes

  • Modify a line

  • Delete one or more lines

  • Submit a Coding activity document

  • Reject a document

  • Reassign a document

  • Request a comment

  • Put a document on Hold

  • Save and Retain Ownership of a document

  • Discard Changes to a document

  • Increase the priority of a document

  • Send an email about a document

Search results

Search tips

The search returns topics that contain terms you enter. If you type more than one term, an OR is assumed, which returns topics where any of the terms are found. Enclose your search terms in quotes for exact-phrase matching.

The search also uses fuzzy matching to account for partial words (such as install and installs). The results appear in order of relevance, based on how many search terms occur per topic. Exact matches are highlighted.

To refine the search, you can use the following operators:

  • Type + in front of words that must be included in the search or - in front of words to exclude. (Example: user +shortcut –group finds shortcut and user shortcut, but not group or user group.)
  • Use * as a wildcard for missing characters. The wildcard can be used anywhere in a search term. (Example: inst* finds installation and instructions.)
  • Type title: at the beginning of the search phrase to look only for topic titles. (Example: title:configuration finds the topic titled “Changing the software configuration.”)
  • For multi-term searches, you can specify a priority for terms in your search. Follow the term with ^ and a positive number that indicates the weight given that term. A higher number indicates more weight. (Example: shortcut^10 group gives shortcut 10 times the weight as group.)
  • To use fuzzy searching to account for misspellings, follow the term with ~ and a positive number for the number of corrections to be made. (Example: port~1 matches fort, post, or potr, and other instances where one correction leads to a match.)

Note that operators cannot be used as search terms: + - * : ~ ^ ' "