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Invoice Approval Q&A

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

Invoice Approval

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

Invoice Approval

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

Invoice Approval

INVOICE APPROVAL: What are the consequences of reversing an invoice? View answer

Invoice Approval

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

Invoice Approval

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

Invoice Approval

INVOICE APPROVAL: Why is my name listed on the contact info for the rejected invoice email? View answer

Invoice Approval

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

Firms, Reports, Invoice Approval

INVOICE APPROVAL: How do I remove an approver from 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

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

Invoice Approval, Matter Management

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

Invoice Approval

INVOICE APPROVAL: How do I move an invoice approved under the wrong AP route? 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 do I do if I only want an invoice approver to see invoices over a certain amount? 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 deactivate an invoice approval route? View answer

Invoice Approval

INVOICE APPROVAL: When is the firm notified that an invoice has been reduced? View answer

Invoice Approval

INVOICE APPROVAL: How do I approve 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: Where can I configure what invoice formats my company accepts? 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: What is an invoice approval threshold? View answer

Invoice Approval

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

Invoice Approval

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

Reports, Invoice Approval

INVOICE APPROVAL: Why are certain words highlighted next to line items during the invoice approval process? 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: Can I edit a PDF invoice posted by the firm? View answer

Invoice Approval

INVOICE APPROVAL: What is a backup Accounting code reviewer? View answer

Invoice Approval

INVOICE APPROVAL: Can I deactivate a user who is on an inactive invoice approval route? View answer

Invoice Approval

INVOICE APPROVAL: Can I deactivate a user who is on an active invoice approval route? View answer

Invoice Approval

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: Who can be an invoice rejector? View answer

Invoice Approval, Users

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

Invoice Approval

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

Invoice Approval

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

Invoice Approval

INVOICE APPROVAL: What is a Backup approver? View answer

Invoice Approval

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