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Financial setup

Invoicing setup | Accounting Code Reviewers

An accounting code reviewer (ACR) is responsible for providing or confirming accounting code information for new matters and invoices. The matters and invoices for which an ACR is responsible are determined by the invoice approval routes to which they are assigned.Accounting Code Reviewers (ACRs) are responsible for providing or confirming accounting code information for new matters and invoices. The matters and invoices for which an ACR is responsible are determined by the invoice approval route or routes assigned to the ACR.
When a user is designated as an ACR for an invoice approval route, an alert appears on their Action items list.

Associating an Accounting Code Reviewer with an Invoice Approval Route

You can associate an ACR with an invoice approval route when you create the route or after the route has already been created. However, if you add an ACR to a route with pending invoices, all pending invoices on that route will be restarted.
To add or remove an ACR from an existing invoice approval route:
  1. Click
    Settings
    in the left navigation.
  2. Under
    eBilling and Financial Setup
    , click
    Invoice Approval Routes
    .
  3. Click the name of the approval route to which you would like to add an ACR.
  4. Scroll to the
    Accounting Code Reviewer
     section.
    • If there is no ACR set for the route, click
      Add
      , and then click
      Select
      .
    • If there is an existing ACR and you want to replace that person, click
      Select
      .
  5. Do one of the following to find the user you want to add:
    • To search for a user by name:
      1. Select the
        Name Search
         button.
      2. Type a name in the fields provided. You can search by first name, last name, or both.
      3. Select
        Go
        .
      4. In the list that opens, use the
        Name
        column to select the user.
    • To search for a user from a list:
      1. Select the
        Show Lists
         button.
      2. Use the dropdown to select the category of users you want to show.
      3. Select
        Go
        .
      4. In the list that opens, use the
        Name
        column to select the user.
    • To search all users:
      1. Select
        Go
        .
      2. In the list that opens, use the
        Name
        column to select the user.
  6. On the top toolbar click
    Save & close
    .

Timing of Accounting Code Reviews

An ACR is notified via an alert on their Action items page when a matter is created that is assigned to an approval route with which they are associated. The accounting code reviewer can then review and approve or modify the accounting codes assigned to the matter.

This article applies to:

  • Product: Legal Tracker
  • Audiences: Company