If a vendor submits an invoice to the wrong matter, do not reject the invoice.

Rejecting it will cause issues because:

• Vendors cannot resubmit the same invoice number to a different matter

Instead, the invoice should be moved to the correct matter.

Who Can Move an Invoice?

Only Client Admin users can move invoices between matters.

If you are not an Admin, contact your internal Admin for assistance.

Requirements Before Moving

• The invoice must be in Pending status

• The destination matter must be open

• The vendor must be assigned to the destination matter

How to Move the Invoice

1. Go to Menu → Invoices

2. Open the invoice

3. Click the Matter Change icon next to the Matter Name (top-left)

4. Select the correct matter

5. Click Link to Matter

That’s it.

⚠ Important Notes

AP Routes Do Not Update Automatically

After moving the invoice:

• Review the AP Route

• Manually update it if needed

AP Routes do not change retroactively.

Can’t See the Correct Matter?

If the correct matter does not appear in the dropdown, it likely means:

• The vendor is not assigned to that matter.

You can only move an invoice to a matter that the submitting vendor has access to.

To fix this:

1. Open the destination matter

2. Confirm the vendor is assigned

3. Add the vendor if necessary

4. Return to the invoice and move it