UNDERSTANDING DEFAULT CODING SOURCES
Setting a Default Coding Source occurs within the segment setup (see this guide for instructions). This functionality allows you to define which Neo1 element decides which default elements to use when a user is managing a transaction. Setting this up drastically improves the user experience and ensures that the correct coding is applied to transactions.
The available sources are:
Budget - Used when users request a budget and complete the optional coding. We recommend this is set as source number 1.
Expense Type - Used when a user selects an expense type, and is typically used to hard code the aligning Account/PL/Nominal code so that the selection is automated. For example, select "Accommodation" as an expense type and the "Hotel/Travel Account" code from the finance system is used.
User - Driven from the user profile settings. This is used for coding which is driven by the employee, such as their default cost centre, department, or if they only work on a single client or project.
See below for a default coding source configuration suggestion based on popular segment types:
