GL table templates
in Stampli Invoice Processing
Streamline invoice coding with easy-to-create templates that auto-populate line items and GL codes.
Code multi-line invoices even faster
Stampli’s GL table templates allow users to create or apply pre-defined templates that auto-populate multiple line items in an invoice. This capability automatically fills in GL or item account lines when a template is applied, making line-item coding a swift, automated process.
The old way: Multi-line coding without Stampli
Accounts payable clerks often manage extensive invoices with numerous line items, requiring detailed coding for each. Without Stampli, they manually input GL codes and allocation amounts for each line item, a time-consuming process prone to errors. This leads to consistency and accuracy challenges in coding across similar invoices, and difficulty managing invoices with a large number of items or complex allocation schedules.
Stampli’s approach
With Stampli’s GL table templates, you can reduce the time spent on coding invoices, minimize manual data entry errors, ensure consistent application of accounting codes, and capture tribal knowledge related to coding and allocations. Templates can be tailored to specific vendors for consistent coding and the system provides context-aware template selection so coders only see templates relevant to the invoice they’re working on.
Key features
Easy template creation
Create table templates by uploading CSVs or by building them directly in the Stampli UI.
Split across companies or vendors
Create allocation templates that are specific to a company (e.g. allocate across multiple companies) or specific to a vendor (e.g. allocate across multiple GL accounts or departments).
Vendor-specific templates
Create or apply templates tailored to specific vendors for consistent coding.
Context-aware template selection
When choosing a template, coders only see the ones relevant to the invoice they’re coding.
AI-suggested templates
Billy the Bot learns from recent invoices, and, when it spots a pattern, will automatically suggest table templates for approval.
Auto-population
Automatically fill in GL or Item account lines when a template is applied.
Line item amount calculations
Automatically calculate line amounts based on the percentage defined on the template and the invoice total.
Stampli Success Stories
CASE STUDY
Spanish Fork City automates expense allocation across departments
Learn how Spanish Fork City is using GL table templates to reduce time spent adding GL codes, leading to faster reviews and approvals.
FAQ
How do I create a new table template?
You can easily create table templates either by building them directly in Stampli’s intuitive user interface or by uploading a CSV file with the template details.
Can I create templates that are specific to certain vendors?
Yes, you can create vendor-specific templates that allow for consistent coding tailored to invoices from a particular vendor.
Will I see all available templates when coding an invoice?
No, Stampli provides context-aware template selection, so when choosing a template you will only see the ones that are relevant to the specific invoice you are coding at that time.
Does Stampli offer any AI capabilities to help with template creation?
Yes, Stampli’s AI assistant Billy the Bot can learn from your recent invoices and automatically suggest table templates for your approval when it identifies a pattern.
What happens when I apply a table template to an invoice?
When you apply a table template, it will automatically fill in the GL or item account lines based on the template, and calculate the individual line item amounts using the percentages defined in the template.
How do table templates help with invoice coding?
Table templates help reduce manual data entry and time spent on coding, minimize errors, ensure accounting codes are applied consistently, and allow you to capture tribal knowledge related to invoice coding and allocations.
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