What Are Accruals?
Accruals are monthly estimates of legal costs that have been incurred but not yet invoiced.
Vendors submit accruals to provide visibility into expected spend before invoices are received.
How the Monthly Accrual Process Works
Each month follows the same sequence:
1️⃣ Vendor Submission
Vendors submit accruals for the current period.
Reminder emails are sent before the deadline.
Vendors can edit submissions until the deadline closes.
→ See: Accrual Reminder Emails
→ See: What Should a Firm Do If They Have No Accruals to Submit?
2️⃣ Accrual Deadline
On the deadline date:
The submission window closes.
Vendors can no longer submit or edit accruals for that period.
The deadline cannot be reopened.
→ See: Vendor Missed the Accrual Deadline: What Happens Next?
→ See: How to Edit Accrual Deadlines
3️⃣ Internal Review & Approval
After the deadline:
Internal users review submitted accruals.
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The review window remains open for:
5 days after the deadline
Or until the end of the month
Whichever comes first
→ See: How to Review and Approve Accruals
→ See: Why Can’t I Review Accruals Yet?
4️⃣ Optional: Editing After Cutoff
If enabled, eligible users can edit accruals after the standard review window closes.
→ See: Editing After Cutoff: What It Is and How It Works
5️⃣ Month-End Controls (If Enabled)
If Accruals On-Hold is enabled:
Invoices submitted after the deadline move to Ebilling on Hold
They automatically move to Pending at the start of the new month