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Invoice Approval Q&A

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INVOICE APPROVAL: How do I move an invoice to a new matter during invoice approval? View answer

Invoice Approval, Invoices

INVOICE APPROVAL: How do I move line items from one invoice to another matter? View answer

Invoice Approval

INVOICE APPROVAL: How do I approval all invoices pending my review? View answer

Invoice Approval

INVOICE APPROVAL: Who can disable the invoice approval route resets? View answer

Invoice Approval

INVOICE APPROVAL: How do I make a User an Invoice Rejector? View answer

Invoice Approval, Users

INVOICE APPROVAL: Who can be an invoice rejector? View answer

Invoice Approval, Users

INVOICE APPROVAL: Why do I, as the Tracker Coordinator, not have the ability to make a User an Invoice Rejector? View answer

Invoice Approval, Users

INVOICE APPROVAL: What System Role is required to be an Invoice Rejector? View answer

Invoice Approval, Users

INVOICE APPROVAL: How do I prevent restarting the invoice approval process when approvers/thresholds are modified? View answer

Invoice Approval

INVOICE APPROVAL: How can I reject an invoice if I am not listed on the invoice approval route? View answer

Invoice Approval

INVOICE APPROVAL: What are the two options for an Invoice Rejector? View answer

Invoice Approval

INVOICE APPROVAL: How do I remove an additional approver from an invoice? View answer

Invoice Approval

INVOICE APPROVAL: Why are certain words highlighted next to line items during the invoice approval process? View answer

Invoice Approval

REPORTS: Can I report on invoice approval keyword data? View answer

Reports, Invoice Approval

INVOICE APPROVAL: Will invoices be auto-rejected based on keywords? View answer

Invoice Approval

INVOICE APPROVAL: How do I create keywords to be highlighted during the invoice approval process? View answer

Invoice Approval

INVOICE APPROVAL: How can I change the invoice formats allowed from LEDES to non-LEDES for non-firm vendors? View answer

Invoice Approval

INVOICE APPROVAL: Where can I configure what invoice formats my company accepts? View answer

Invoice Approval

INVOICE AUDITS: What is an invoice audit? View answer

Invoice Audits, Invoice Approval, Invoices

INVOICE AUDITS: What is the difference between an expense rate and expense total invoice audit? View answer

Invoice Audits, Invoice Approval, Invoices

INVOICE AUDITS: What triggers a new timekeeper audit? View answer

Invoice Audits, Invoice Approval, Invoices, Timekeepers

INVOICE APPROVAL: How can I remind invoice approvers to approve their pending invoices? View answer

Invoice Approval, Invoices

INVOICE APPROVAL: How can I clear task code alerts during invoice approval? View answer

Invoice Audits, Invoice Approval

INVOICE APPROVAL: Can an approver on an invoice approval route undo the audit actions taken by a prior approver? View answer

Invoice Approval, Invoice Audits

INVOICE APPROVAL: Does a Billing Guideline Reviewer have to clear all audits on invoices prior to approval? View answer

Invoice Approval, Invoice Audits

INVOICE APPROVAL: What are the responsibilities of a Billing Guideline Reviewer? View answer

Invoice Approval, Invoice Audits

INVOICE APPROVAL: What is the definition of BGR? View answer

Invoice Approval, Invoice Audits

INVOICE APPROVAL: Why am I being asked to complete an outside counsel evaluation during invoice approval? View answer

Invoice Approval, Matter Management

MATTER MANAGEMENT: How do I turn off or disable Outside Counsel Evaluations? View answer

Matter Management, Templates, Invoice Approval

Matter Management: What is the purpose of outside counsel evaluations? View answer

Matter Management, Firms, Reports, Invoice Approval

FIRMS: Can Firms View Their Outside Counsel Evaluations? View answer

Firms, Reports, Invoice Approval

INVOICE APPROVAL: Why am I unable to add a User as an Additional Approver? View answer

Invoice Approval

INVOICE APPROVAL: Can an invoice skip the Billing Guideline Reviewer? View answer

Invoice Approval

INVOICE APPROVAL: How do I deactivate an invoice approval route? View answer

Invoice Approval

INVOICE APPROVAL: Do I need to notify our Accounts Payable department that I have reversed an invoice? View answer

Invoice Approval

INVOICE APPROVAL: Who is responsible for clearing invoice audits? View answer

Invoice Approval

INVOICE APPROVAL: Why am I unable to reverse an invoice? View answer

Invoice Approval

INVOICE APPROVAL: What happens to previously posted invoices if I update the invoice route on a matter? View answer

Invoice Approval

INVOICE APPROVAL: How do I send an invoice back to a previous approver? View answer

Invoice Approval

INVOICE APPROVAL: How do I change a threshold on an existing route? View answer

Invoice Approval

INVOICE APPROVAL: What is a backup billing guideline reviewer? View answer

Invoice Approval

INVOICE APPROVAL: Can an invoice be rejected after it has been reversed? View answer

Invoice Approval

INVOICE APPROVAL: What happens to the invoices that are still pending if I deactivate an Invoice Approval Route? View answer

Invoice Approval

INVOICE APPROVAL: What do I do if I only want an invoice approver to see invoices over a certain amount? View answer

Invoice Approval

INVOICE APPROVAL: Can I delegate invoice approval authority? View answer

Invoice Approval

INVOICE APPROVAL: How do I adjust an invoice? View answer

Invoice Approval

INVOICE APPROVAL: How do I move an invoice approved under the wrong AP route? View answer

Invoice Approval

INVOICE APPROVAL: What is the difference between reversing an invoice and undoing approval? View answer

Invoice Approval

INVOICE APPROVAL: How do I move an invoice approved under the wrong matter? View answer

Invoice Approval

INVOICE APPROVAL: How do I make a comment to the law firm when approving the invoice? View answer

Invoice Approval

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