FuelerLinx User Guide - How to add an Invoice Line Item Rule in Transactions 2.0

Subject: How to add an Invoice Line Item Rule in Transactions 2.0

Purpose: This section allows you to change the names of line items received from your vendors. Add rules to normalize the different variations that vendors list on their invoices. For example, if a vendor's invoice lists an item as "Crew Car" or "Ground Svc.", you can create a rule that will recognize those variations and standardize them to read as "Ground Transportation". This can help reduce the number of Accounting Code Mappings to maintain.

1. In Transactions 2.0, go to Transactions/Invoices > Click "Invoice Line Item Aliases":
   

1. Click "Create Rule":
   

1. Name the rule > Enter the desired name change under "Normalized Output" > Specify the Vendor (if needed):
   

1. Go to Logic tab > Click "Add New Replacement":
   

1. For example, adding a line item rule for raw line items with the name "GPU Fee" or "Ground Power" will cause them to be changed to "Ground Power" in the Transactions (based off of the "Normalize Output" set)> Click "Save" to add rule:

1. You can test the output in the "Sample input" box to test the rule by entering the raw line item name > Click "Evaluate Sample" > The Result will appear below:
   

1. After Saving the rule it must be applied to the "Affected Line Items" in order for the update to take place > Click "Affected Line Items":
   

1. A list of the impacted line items will appear > Select the Line Item > Click Process Selected:

1. A prompt will appear confirming the details > Click "Process Selected":
   

1. Click "Ok":
   

1. The line item name will now be updated in the Transaction based on the rule applied:

• Related Articles

• FuelerLinx User Guide- How to add a Line Item (GL Code) Mapping in Transactions 2.0

  Subject: How to add a Line Item (GL Code) Mapping in Transactions 2.0 Purpose: This section offers the ability to map line items to the specific GL Codes needed for your accounting system. In Transactions 2.0 > Click Transactions/Invoices > Select ...

• FuelerLinx USER GUIDE - Checking Invoice Parsing Potential

  Subject: FuelerLinx USER GUIDE - Checking Invoice Parsing Potential Purpose: This article gives guidance on if an invoice is in the correct format when trying to manually upload an invoice. Your invoice must be a PDF file You must be able to ...

• FuelerLinx USER GUIDE - How to Adjust, Add or Remove Invoice Line Items

  SUBJECT: How to Adjust, Add or Remove Invoice Line Items From the Transaction's Details page, you can edit invoice line items. Using the blue setting button in the middle of the line item you can move a line item to the other invoice tab (either ...

• FuelerLinx USER GUIDE - How to Use the Invoice by Line Item Report

  SUBJECT: How to Use the Invoice by Line Item Report The Invoice by Line Item report can be found within the 'Analysis' module. This report breaks down each key detail of the invoice into an exportable report: You have the ability to save and export ...

• FuelerLinx USER GUIDE - How to Add a Transaction within Transactions 2.0

  SUBJECT: How to Add a Transaction within Transactions 2.0 Within the 'Transaction Management' select 'Add' to add a transaction The following pop up will appear providing the option to create a 'Blank Transaction', 'Import from Invoice', or 'Import ...