1.Search for an account and open it.

2.Click Edit on the toolbar or click the Edit link in the section that you want to update.

3.Click Posting Criteria in the left pane.

4.To allow Tasks to post to this account, in the Task section, select the Post Tasks to this Account check-box.

This allows all tasks to post to the current account.

5.Specify how tasks can post to the account in one or more of the following ways:

oBy a task category—In the Task section, select a category from the Post Tasks of Type drop-down list.

oBy a percent amount of the task—Type a numeric percent value in the Task Percent field. For example, if you enter 10 and the task total is $70, then 10% of $70 (or $7) will post to the account.

oBy a task contact—In the Involved section, for the Post Account to this Involved drop-down list, select One. Click the Search Contacts icon next to the This Involved field to search and select a contact.

oBy an associated project—In the Project section, for the Post Project to this Account drop-down list, select One. Click the Search Projects icon next to the This Project field to search and select a project.

oBy an associated project category—In the Project section, for the Post Project to this Account drop-down list, select By Type. In the Post Projects of Type field, select the custom record type (for example, Project). Also select the project category to restrict transactions to.

6.Select a save option.

Any posting criteria selected under the Project or Involved sections would also apply to posting expenses or invoice line items.

1.Search for an account and open it.

2.Click Edit on the toolbar or click the Edit link in the section that you want to update.

3.Click Posting Criteria in the left pane.

4.To allow expenses to post to this account, in the Expense section, select the Post Expenses to this Account check-box.

This allows all expenses to post to the current account.

5.Specify how expenses can post to the account in one or more of the following ways:

oBy an expense category—Select a category in the Post Expenses of Category drop-down list.

oBy a percent amount of an expense—Type a numeric percent value in the Expense Percent field. For example, if you enter 10 and the expense total is $70, then 10% of $70 (or $7) will post to the account.

oBy an expense contact—In the Involved section, for the Post Account to this Involved drop-down list, select One. Click the Search Contacts icon next to the This Involved field to search and select a contact.

oBy an associated project—In the Project section, for the Post Project to this Account drop-down list, select One. Click the Search Contacts icon next to the This Project field to search and select a project.

oBy an associated project category—In the Project section, for the Post Project to this Account drop-down list, select Type. In the Post Projects of Type field, select the custom record type (for example, Project). Also select the project category to restrict transactions to.

6.Select a save option.

Any posting criteria selected under the Project or Involved sections would also apply to posting tasks or invoice line items.

1.Search for an account and open it.

2.Click Edit on the toolbar or click the Edit link in the section that you want to update.

3.Click Posting Criteria in the left pane.

4.To specify the types of invoices that can post to the account, in the Invoice section, select one or more checkboxes in the Post Invoice Type fields. The options that you select are the only type(s) of invoices that will post to this account. Options are Standard, Accrual, Shadow, or Credit Note. See Account Invoice Section Field Descriptions for more information.

Important: If you do not select an option in the Post Invoice Type area, nothing will post to this account, regardless of the other options that you select on this page.

There are special considerations for posting Shadow Invoices:

oAn account that allows Shadow Invoices to post cannot have a parent account, or child account, that does not allow Shadow Invoices to post. In other words, the treatment of Shadow Invoices must be consistent throughout a parent-child hierarchy.

oAn account that has not had any invoices posted to it is eligible to have Shadow Invoices posted to it. However, once an invoice that is not a Shadow Invoice has been posted to that account, Shadow Invoices can no longer be posted to it. Conversely, if a Shadow Invoice is the first invoice posted to an account, thereafter no other invoice type will be allowed to post to that account.

5.To allow invoice task/fee line items to post to this account, in the Invoice section, select the Post Invoice Tasks to this Account check-box.

This allows all invoice task/fee line items to post to the current account.

6.Specify how invoice task/fee line items can post to the account in one or more of the following ways:

oBy a task category—Select a category in the Post Invoice Task of Type drop-down list.

oBy a percent amount of an invoice task line item—Type a numeric percent value in the Invoice Task Percent field. For example, if you enter 10 and the task total is $70, then 10% of $70 ($7) will post to the account.

oBy an associated project—In the Project section, for the Posting Project to this Account drop-down list, select One. Click the Search Projects icon next to the This Project field to search and select a project.

oBy an invoice vendor—In the Vendor section, for the Post Account to this Vendor drop-down list, select One. Click the Search Contacts icon next to the This Vendor field to search and select a contact.

oBy an invoice line item timekeeper—In the Involved section, for the Post Account to this Involved drop-down list, select One. Click the Search Contacts icon next to the This Involved field to search and select a contact.

7.To allow Invoice expense line items to post to this account, in the Invoice section, select the Post Invoice Expenses to this Account check-box.

This allows all expense line items to post to the current account.

8.Specify how invoice expense line items can post to the account in one or more of the following ways:

oBy an expense category—Select a category in the Post Invoice Expense of Category drop-down list.

oBy a percent amount of an invoice expense line item—Type a numeric percent value in the Invoice Expense Percent field. For example, if you enter 10 and the expense total is $70, then 10% of $70 (or $7) will post to the account.

oBy an associated project—In the Project section, for the Posting Project to this Account drop-down list, select One. Click the Search Projects icon next to the This Project field to search and select a project.

oBy an invoice vendor—In the Vendor section, for the Post Account to this Vendor drop-down list, select One. Click the Search Contacts icon next to the This Vendor field to search and select a contact.

oBy an invoice line item timekeeper—In the Involved section, Post Account to this Involved drop-down list, select One. Click the Search Contacts icon next to the This Involved field to search and select a contact.

9.Select a save option.

Any posting criteria selected under the Project or Involved sections would also apply to posting tasks or expenses.

1.Search for an account and open it.

2.Click Edit from the toolbar or click the Edit link for the section to update.

3.Click Posting Criteria from the left pane.

4.Click the Post Non-US Tax to this Account to allow non-US Tax categories to post to the account.

5.In the Post Non-US Tax of Type field, select the non-US Tax categories that are allowed to post to this account. Once you select a category, the category and all of its child categories are allowed for this account.

6.In the Non-US Tax Percent field, enter the percentage of the tax amount that will post to the account.

7.Select a save option.

Note: If an invoice uploaded from Collaborati has matter-level taxes, you must use these steps to post the invoice to an account.

1.Search for an account and open it.

2.Click Edit on the toolbar.

3.Click Posting Criteria on the left pane.

4.Depending on whether you need to post fee or expense taxes, place a checkmark in the Post total matter fee tax to this account or the Post total matter expense tax to this account check-boxes.

5.Select a save option.

1.Search for an account and open it.

2.Click Edit on the toolbar.

3.Click Posting Criteria on the left pane.

4.From Posting Project to this Account, select One.

5.From This Project, select the matter or project you want to associate with this account.

6.From This Vendor, select the vendor you want to associate with this account. The vendor you select must be an involved party of the project you select in the previous step.

When you create the budget request, you must specify the same project and vendor for the budget request that you specified for the account. See Creating a Budget Request for more information.

7.Specify whether you want to post invoice tasks or expenses to this account by placing a check-mark in one or both of the following check-boxes:

oPost Invoice Tasks to this Account

oPost Invoice Expenses to this Account

8.Save the account.

Note: The account must be current for you to associate a budget request with the account. You must also activate the account after you create the budget request. See Activating or Deactivating Accounts for more information.

Refining Non-US Tax Posting

Refining Posting Criteria for Non-US Taxes

Note: Bold items in the table above will be most useful to users with Financial Management. The All Categories option is best suited for users without Financial Management that utilize Detail-Level Non-US taxes on line items.