You may notice that an invoice has been incorrectly assigned to a matter. This can be rectified without needing your vendor to resubmit the invoice. Only client admin users will have access to this feature; vendors cannot move an invoice.
To move an invoice to another matter:
- Find the relevant invoice by navigating to Menu > Invoice Management > Invoices.
- Click Change Matter beside the matter name in the top left corner of your screen.
- Select the new matter from the dropdown and click "Change Matter." You will only see matters that you have access to.
- Your screen will refresh and the invoice will now be in the new matter.
Remember to update the invoice's approval workflow if necessary.