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Accounting codes

Specifying Default Accounting Code Allocations in a Matter

When a matter is created, the matter creator has the option to assign default accounting code allocations. Default accounting codes are not required. However, if default accounting codes are not specified in a matter when it is created, the accounting codes must be provided for the invoice before it can be finally approved. If default accounting codes are specified in a matter, any invoice posted to that matter is assigned the default accounting codes. Accounting codes can be modified during invoice approval.
The process for setting the default accounting codes for a matter differs depending on whether the user is a company user with the matter role of Matter Editor or Matter Administrator, or an accounting code reviewer responsible for the matter.
Required role | Only a Matter Administrator, Matter Editor, or accounting code reviewer can set the default accounting codes.
  1. Select
    Matters
    >
     Matter list
     in the left navigation.
  2. Select the hyperlinked name of the matter you want to work with.
  3. On the toolbar, select
    Edit
    .
  4. In the
    Invoice Processing Information
     collapsible section, complete the boxes in the
    Default Accounting Code Allocations
     section. To specify more than one row of allocations, enter additional allocation splits in the blank bottom row. As you enter this information, another blank row will automatically be displayed below (to enter another allocation, if needed). When you save the matter, any blank rows will be discarded.
  5. On the toolbar, select
    Save & close
    .

Changing Matter Default Allocations

When the default accounting codes for a matter are updated, or a new pre-configured allocation is assigned, the new allocations apply only to invoices posted after the change. No invoices already posted to the matter (whether pending or approved) are affected by the change.
Using Bulk Update
The Bulk Update feature can only be used to update accounting codes for matters with codes that are already assigned. If a matter was created without accounting codes allocations, the bulk update will not update the matter. To update matters with no default accounting code allocations, you must edit each matter profile individually, or use the Matter Update functionality.

This article applies to:

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

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