Three WorkView tips that cut AP coding time
WorkView is the workhorse most coders never fully learn. Three habits the implementation team teaches on day one, none of them clever, all of them compounding.
Filter once, work the slice
Most coders pull the full queue and scroll. Filter to the vendor, GL band, or amount range you're working, code that slice end-to-end, then move on. Mental context switching is the hidden cost; batching kills it.
Keyboard the coding fields, mouse the document
Tab order through GL, cost center, and project. Mouse stays on the document viewer to confirm. New coders alternate; experienced ones never lift their right hand to the keyboard while their left scrolls the PDF.
Save your own queue views
WorkView lets you save a filter set. Make one for "my vendors", one for "over $10k", one for "exceptions to clear before EOD". Open one view, work it, close it. Repeat. The week looks different.