"Coding" an expense means tagging it with the right accounting details so your finance team can book it correctly.
Fields you may see
- Category — the type of spend (for example, Travel or Meals).
- GL Account — the general-ledger account, shown as
code - name. - Cost Center — which cost center the spend belongs to.
- Department / Location — if your company uses them.
- Custom fields — any extra fields your company has set up.
When to fill them
Add these when you create or edit the expense. Required fields are marked, and you won't be able to submit until they're filled.
Tip: Start typing in a dropdown to search it. Some fields may be filled in automatically. If you're unsure which value to choose, check with your manager or finance team.