Moving an Invoice to a Different Matter (Client Article)

You may notice that an invoice has been incorrectly submitted to a matter. This can be rectified without needing your vendor to resubmit the invoice. Only client Admin users can access this feature; vendors cannot move an invoice.

 

To move an invoice to another matter:

  1. Find the relevant invoice by navigating to Menu > Invoice Management > Invoices.
  2. Click Change Matter beside the matter name in the top left corner of your screen.Screenshot 2023-08-22 at 3.40.41 PM.png
  3. Select the new matter from the dropdown and click Change Matter.
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  4. Your screen will refresh, and the invoice will now be in the new matter.

Remember to update the invoice's approval workflow, the allocations, and AP Route if needed.

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