Answers
Oct 29, 2016 - 11:38 PM
You can create matter accounting code allocations on a given matter if you have a system role of company system administrator or you have a matter role of matter editor or matter admin on the matter.
1. Click to the matter, arriving at the matter's PROFILE tab.
2. Hover over ACTIONS and click Edit Matter Profile.
3. Scroll to the INVOICE PROCESSING INFORMATION banner, where you can modify the Default Accounting Code Allocations as you like (if pre-configured allocations are selected, you have to click Edit to bring up the editable allocations chart).
4. Hover over ACTIONS and click Save & Close.
1. Click to the matter, arriving at the matter's PROFILE tab.
2. Hover over ACTIONS and click Edit Matter Profile.
3. Scroll to the INVOICE PROCESSING INFORMATION banner, where you can modify the Default Accounting Code Allocations as you like (if pre-configured allocations are selected, you have to click Edit to bring up the editable allocations chart).
4. Hover over ACTIONS and click Save & Close.
Jun 28, 2019 - 07:56 AM
In the Updated UI, you can create matter accounting code allocations on a given matter if you have a system role of company system administrator or you have a matter role of matter editor or matter admin on the matter.
1. Click to the matter, arriving at the matter's PROFILE tab.
2. Click Edit.
3. Scroll to the INVOICE PROCESSING INFORMATION banner, where you can modify the Default Accounting Code Allocations as you like (if pre-configured allocations are selected, you have to click Edit to bring up the editable allocations chart).
4.Click Save & Close.
1. Click to the matter, arriving at the matter's PROFILE tab.
2. Click Edit.
3. Scroll to the INVOICE PROCESSING INFORMATION banner, where you can modify the Default Accounting Code Allocations as you like (if pre-configured allocations are selected, you have to click Edit to bring up the editable allocations chart).
4.Click Save & Close.
