Answers
Nov 05, 2016 - 08:11 AM
Users with a system role of company system administrator can go through the following steps: First, click into the invoice's INV. ACCOUNTING tab, then under the INVOICE TAX CONFIGURATION AND COST ALLOCATIONS banner, enter your new accounting code allocations for the invoice. If applicable, you may wish to check the box, to use the allocations from this invoice as the default for all future invoices submitted to this matter. And finally, under the Actions menu, click Save.
Jun 28, 2019 - 07:21 AM
In the Updated UI, users with a system role of company system administrator can go through the following steps:
- Click into the invoice's ACCOUNTING tab,
- Under the INVOICE TAX CONFIGURATION AND COST ALLOCATIONS banner, enter your new accounting code allocations for the invoice. If applicable, you may wish to check the box, to use the allocations from this invoice as the default for all future invoices submitted to this matter.
- Click Save & Close.
