Answer
Jun 28, 2019 - 06:57 AM
Matter default acounting code allocations are stored in a matter's profile. To edit matter profile information, you must have a system role of company system administrator, or a matter role of atter editor or matter administrator.
In the Updated UI:
In the Updated UI:
- Click into the matter.
- Click on the Profile tab.
- Click Edit on the upper right.
- Under the Invoice Processing Information banner, enter the matter's Default Acocunting Code Allocations.
- To specify more than one row of allocations, enter an allocation in the blank bottom row. As you enter this new allocation another blank row will automatically be displayed at the bottom (to enter another allocation, if needed). Note: if Pre-configured Allocations are required, you will have to select a pre-configured allocation instead.
- Click Save & Close.
