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Invoice Approval Q&A

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INVOICE APPROVAL: How can I include my #2 Company person on an invoice approval route? View answer

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 notify users that an invoice is pending their reivew? View answer

Invoice Approval

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

Invoice Approval

INVOICE APPROVAL: How do I add an approver to an invoice? View answer

Invoice Approval

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

Invoice Audits, Invoice Approval, Invoices, Timekeepers

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

Invoice Audits, Invoice Approval, Invoices

INVOICE APPROVAL: How do I apply a credit? View answer

Invoice Approval

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: How do I change an invoice approval route on an invoice? View answer

Invoice Approval

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

Invoice Approval, Invoice Audits

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

Invoice Approval

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 is my name listed on the contact info for the rejected invoice email? View answer

Invoice Approval

INVOICE APPROVAL: How do I determine what invoices will be re-set if I update an invoice route? View answer

Invoice Approval

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

Invoice Approval

INVOICE APPROVAL: Why did an invoice skip an approver? View answer

Invoice Approval

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

Invoice Approval

INVOICE APPROVAL: How do I ensure that all invoices are routed to a certain user for approval? View answer

Invoice Approval

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

Invoice Approval

INVOICE APPROVAL: How do I make a comment only to the next invoice approver? View answer

Invoice Approval

INVOICE APPROVAL: When is the firm notified that an invoice has been reduced? 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 make a comment to the law firm when approving the invoice? View answer

Invoice Approval

INVOICE APPROVAL: What is an accounting code reviewer? View answer

Invoice Approval

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

Invoice Approval

INVOICE APPROVAL: What is a Backup approver? View answer

Invoice Approval

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

Invoice Approval

INVOICE APPROVAL: What does it mean to reverse an invoice? View answer

Invoice Approval

INVOICE APPROVAL: If a billing guideline reviewer is also an invoice approver will they need to approve the invoice twice? View answer

Invoice Approval

INVOICE APPROVAL: How do I undo my invoice approval? 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 resolve invoice audits? View answer

Invoice Approval

INVOICE APPROVAL: How do I see a list of all pending invoices? View answer

Invoice Approval

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