Handle lines without a category

You cannot approve an invoice that has lines without a required category. You then see "Cannot approve: some lines are missing categories".

When a category is only required because of the chosen option, for example a cost centre for a certain general ledger account, the empty cell shows the label Required for with the name of that option.

Using Lines to map#

The Lines to map page lists all invoice lines without a category, grouped by company.

1. Go to Lines to map.
2. Pick a line and click Add rule.
3. Check the suggested filters and categories. Adjust the filters so they match the invoice line.
4. Click Create. The rule is added to the mapping template and the invoice is processed again.

Change a category by hand on the invoice#

Want to change only this invoice, without a rule?

1. Open the invoice and choose Settings in the action menu.
2. Turn on Edit categories by hand.
3. Pick the category in the invoice lines.

A category chosen by hand is labelled Manual and is kept when the invoice is processed again.