When Can Accruals Be Reviewed?

You can review accruals only after the submission deadline passes.

The review window stays open:

• For 5 calendar days after the deadline

• OR until the end of the month

• Whichever comes first 

After this period, review closes
(unless Editing After Cutoff setting is enabled).

✅ How to Review Submitted Accruals

Step 1: Open the Accrual Review Page

Go to:
Menu → Financial Management → Review Accruals

Step 2: Confirm You Are on the “Submitted” Tab

You will land on the Submitted tab by default.

This tab shows vendor-submitted accruals that are ready for review.

Step 3: Apply Filters (If Needed)

Use the filters at the top of the page:

• Vendor

• Matter

• Accrual Period

Click Apply Filters.

Step 4: Review the Accrual Amount

Check:

• The submitted amount

• Vendor name

• Matter reference

• Accrual period

Step 5: Approve an Accrual

To approve one accrual:

• Click the ✔ icon

• Add comments (if required)

• Confirm approval

Once approved, the accrual moves to the Approved tab.

Step 6: Bulk Approve Multiple Accruals

To approve several at once:

• Select multiple rows using the checkboxes

• Click Approve Selected

👀 How to View Vendors Who Did Not Submit

1. Click the Not Submitted tab

2. Apply filters if needed