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:
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Navigate to Menu > Invoices and locate the invoice.
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Click on the Invoice Number to open the Invoice Analysis page.
📌 Via Dashboard:
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Navigate to Menu > Dashboard.
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Under the Invoices to Review tab, find the invoice awaiting your review.
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Click on the Invoice Number to open the Invoice Analysis page.
2️⃣ Reject the Invoice
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In the top right corner of the screen, click Reject.
3️⃣ Add Notes (Recommended)
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📌 Rejection Comment: This note is added internally and can also be seen by the law firm.
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📌 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)
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If you want to notify the vendor of the rejection, ensure the Notify Vendor box is populated with their email address.
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This field may already be pre-filled with the invoice uploader's email.
5️⃣ Confirm Rejection
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Click Reject or Reject and Next Invoice.
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If you select Reject and Next Invoice, you will be directed to the next pending invoice for review.
✅ Need to reverse a rejected invoice?
See this guide: How to Change the Status of an Invoice