Actionstep General Ledger codes have the option to enforce the linking of the transaction to matter or not.
For example the default setting for the GL code 5-1320 is to require a matter number, if you dont want this requirement then you will need to either code the transaction to a different GL code that does note enforce a matter number or adjust that setting on your General ledger.
For example the default setting for the GL code 5-1320 is to require a matter number, if you dont want this requirement then you will need to either code the transaction to a different GL code that does note enforce a matter number or adjust that setting on your General ledger.
How to adjust the setting in the General Ldger
To adjust the GL you will need to go to Accounting > Accounts > Accounts list
then change the 'Display' dropdown (at the top of the screen) to show MASTER ACCOUNTS.
Then find the GL code you are coding to (ie 5-1320) and click on the GL Name to edit it.
Then in the section that states 'Matter Restriction' change this to 'Entries MAY (Optional) be linked to a matter'
then click save and you will be able to post that general ledger