Reason Codes are a way of tracking specific reasons why an invoice has not been paid (missing invoice, PO#, etc) and can also be used with disputed invoices to identify reasons for invoice disputes (wrong price, wrong quantity, etc.)
Creating Reason Codes
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Navigate to "Admin > Master Files > Reason Codes"
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Click the "+ Add a New Reason" button or click Edit to modify an existing reason code
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Enter the Reason Code ID (max 20 char)
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Enter the Description
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Enter Severity
Severity can be used to prioritize activities or escalate activities associated with specific reasons/severity -
Click Save
NOTES:
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Reason Codes can be used as Dispute codes as well when used in conjunction with a tagged invoice that has been marked as ‘In Dispute’
To learn how to mark invoices in dispute, click the following
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Reason Codes can be used to identify invoices to eliminate from an automated activity or associate them with a different/specific activity within an automated workflow, for example, an invoice with a reason code set to ‘Promised payment’ can be filtered out of the dunning reminders
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Reason Codes are available on a tagged invoice within the Communication activity from the Reason Code drop-down and appear in order by the Reason Code ID