When Can Accruals Be Reviewed?
You can review accruals only after the submission deadline passes.
The review window stays open:
For 5 calendar days after the deadline
OR until the end of the month
Whichever comes first
Important Note: If the deadline is the last day of the month, there will be no review period
After this period, review closes
(unless Editing After Cutoff setting is enabled).
✅ How to Review Submitted Accruals
Step 1: Open the Accrual Review Page
Go to:
Menu → Financial Management → Review Accruals
Step 2: Confirm You Are on the “Submitted” Tab
You will land on the Submitted tab by default.
This tab shows vendor-submitted accruals that are ready for review.
Step 3: Apply Filters (If Needed)
Use the filters at the top of the page:
Vendor
Matter
Accrual Period
Click Apply Filters.
Step 4: Review the Accrual Amount
Check:
The submitted amount
Vendor name
Matter reference
Accrual period
Step 5: Approve an Accrual
To approve one accrual:
Click the ✔ icon
Add comments (if required)
Confirm approval
Once approved, the accrual moves to the Approved tab.
Step 6: Bulk Approve Multiple Accruals
To approve several at once:
Select multiple rows using the checkboxes
Click Approve Selected
👀 How to View Vendors Who Did Not Submit
Click the Not Submitted tab
Apply filters if needed