You can only approve or reject an invoice when it is in a Pending state. If an invoice does not meet the required criteria, follow the steps below to reject it:
1️⃣ Locate the Invoice
📌 Via Invoice Management:
Navigate to Menu > Invoices and locate the invoice.
Click on the Invoice Number to open the Invoice Analysis page.
📌 Via Dashboard:
Navigate to Menu > Dashboard.
Under the Invoices to Review tab, find the invoice awaiting your review.
Click on the Invoice Number to open the Invoice Analysis page.
2️⃣ Reject the Invoice
In the top right corner of the screen, click Reject.
3️⃣ Add Notes (Recommended)
📌 Rejection Comment: This note is added internally and can also be seen by the law firm.
📌 Vendor Note: This note is only sent to the invoice uploader via email and does not appear as an internal note.
4️⃣ Notify the Vendor (Recommended)
If you want to notify the vendor of the rejection, ensure the Notify Vendor box is populated with their email address.
This field may already be pre-filled with the invoice uploader's email.
5️⃣ Confirm Rejection
Click Reject or Reject and Next Invoice.
If you select Reject and Next Invoice, you will be directed to the next pending invoice for review.