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Accounting codes

Approve or Edit Invoice Accounting Code Allocations in an Invoice

When an invoice is posted, the default accounting codes specified in the matter are associated with the invoice, but can be modified during invoice approval. If accounting codes are required and no defaults have been specified, the codes must be provided before the invoice can be finally approved.
Invoice accounting code allocations are managed on the invoice
Accounting
tab.
You can:
  1. Select
    Financial
    >
    Invoice Review
    in the left navigation.
  2. Select the down arrow to the far right of the relevant invoice.
  3. Next to
    AP codes
    , select
    Edit
    .
or
  1. Select
    Financial
    >
    Invoice Review
    in the left navigation.
  2. Select the hyperlinked name of the invoice to open it.
  3. Select the
    Accounting
     tab.
  4. Enter the allocation information in the boxes in the
    Invoice tax configuration and cost allocations
     section as appropriate.
    • Select
      By amount
       or
      By percent
       to switch between entering amounts as a percentage or as an amount.
      note
      To allocate an invoice with negative numbers, you must use amount, not percentage.
    • Select
      Add new row
       to add more rows to accommodate additional accounting codes.
    • At the bottom of the page in the
      Other invoice accounting details
       section, you can also provide a comment to AP.
  5. Select
    Save & close
     on the toolbar when you are finished.

This article applies to:

  • Product: Legal Tracker
  • Subject: Invoices
  • Audiences: Company

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