Cortena can flag certain invoice lines as line-level discounts (for example a rebate on purchased goods). After the matching step, your tenant can choose how booking account and VAT/BU on those discount lines are set.
Allocation modes
- Guidelines only · keep the suggestion from your chart of accounts and matching guidelines.
- Mirror largest booking group · copy codes from the donor line in the booking group with the largest absolute total per account (aggregate of non-discount lines sharing the same booking account).
- Mirror line with largest absolute amount · copy codes from the single non-discount line with the largest absolute line total.
Where to configure
Open Tenant Settings and go to Accounting preferences. Under Discount line allocation, pick the mode that fits your process.
You can open accounting settings directly in the app: Accounting settings.
Changing the preference applies to new processing immediately. Existing invoices keep their saved match until you reprocess them.
What you see on an invoice
On the invoice workspace, discount lines are highlighted. When a policy override was applied at match time, the booking and VAT/BU tooltips show:
- A short explanation of the tenant discount-line allocation (which donor line was used).
- The original matching text underneath for audit, so you can still read what was suggested before the policy ran.
Updating accounting preferences requires the same access as other accounting connection settings in your tenant.