Answer
Nov 01, 2016 - 09:00 AM
An accounting code reviewer must be listed on every one of your invoice approval routes (only users with a system role of company system administrator can create or edit invoice approval routes). Then edit the Accounting Code Review Options of every one of your matters so that "Yes" is selected next to "Require review of accounting codes for every invoice" (company system administrators and users with a matter role of matter editor or higher can do this through ACTIONS > Edit Matter Options). You will have the option to make this selection only if the matter's chosen invoice approval route names an accounting code reviewer. When such a matter is created, the Accounting Code Review Options selection defaults to "No." However, if you toggle the selection to "Yes," it cannot be toggled back to "No" through the matter. The only way to reverse the selection back to "No" is for the accounting code reviewer to select "Review invoice allocations only if changed" under Invoice Reveiw Options from the INV. ACCOUNTING tab of any undisputed invoice associated with the matter.
