Quick Invoice Approval allows non-admin users to approve invoices directly from the Attorney Dashboard, without opening each invoice individually.

This feature is enabled at the account level. If enabled, it appears on:

Menu → Home → Invoices Tab

What This Feature Does

Quick Invoice Approval allows you to:

• Approve invoices directly from the Home Dashboard

• Approve multiple invoices at once

• Skip opening each invoice individually

It does not bypass workflow rules. You can only approve invoices that are currently assigned to you.

How to Use Quick Invoice Approval

Step 1: Select Invoices

Check the boxes beside the invoices you want to approve.

To review an invoice in detail, click the Invoice Number.

Step 2: Click Approve

Click Approve.

The invoices will:

• Be instantly approved

• Be removed from the dashboard

• Update to Approved status in the Invoice Detail Page

Dashboard updates are immediate.

Important Rules & Limitations

Approval will be blocked if:

• The invoice is in Awaiting Details

• Allocations are required but missing or incomplete

• Your organization blocks approval when adjustments are present

If you are the final approver, supported AP Route actions will trigger automatically after approval.

• ❌ Send Accounts Approval Email (Manual) is not supported in Quick Invoice Approval. If required, please use the Invoice Detail Page.

Standard approval notifications continue to function as normal.

• The law firm uploader (if vendor-submitted), or

• The client uploader (if client-submitted)

FAQs

Why don’t I see this feature?

If it is not visible, your organization may have disabled it. Contact your Admin or Customer Success Manager.

Can this feature be disabled?

Yes. Contact your Customer Success Manager.

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