Answer
Nov 17, 2016 - 01:10 PM
Default accounting code allocations are the accounting code allocations that invoices posted to the matter will default to. When a matter is created, the matter creator can assign default accounting code allocations, but they are not required to do so. After the defaults have been created, any invoice that has been posted to that matter will be given those default accounting codes. During the invoice approval process, however, the accounting codes for an invoice can be changed from the matter defaults. If an invoice is posted to a matter that does not have any matter default allocations, and accounting codes are required, Tracker requires the Lead Company Person-or the Accounting Code Reviewer (ACR), if one has been assigned to the matter's invoice approval route-to specify accounting codes before the invoice can be sent to accounts payable.
