Answer
Nov 16, 2016 - 04:49 AM
No. You can create a matter without specifying its Default Accounting Code Allocations. It is common, however, for accounting codes to be required in your company's system setup. Required accounting codes will be marked by an adjacent "«" in the Matter Profile. Even if required, however, you can save a new matter without specifying accounting codes. If accounting codes are required, you won't be able to finally approve invoices posted to the matter until you allocate to those required accounting codes. You can do this on an invoice-by-invoice basis. However, it is preferable to specify Default Accounting Code Allocations at the matter level so that those accounting codes get stamped to invoices posted to the matter. You are, therefore, encouraged to supply Default Accounting Code Allocations on the matter upon creation or shortly thereafter.
