Admin-approving invoices

For Administrators, it is possible to approve invoices from the invoices page. This skips the approval workflow, meaning you do not need to be an approver on the invoice to approve it. Using this method of approval can also save you time as you can approve multiple invoices at once.

To admin approve an invoice:

1. Navigate to Menu > Invoice Management > Invoices.
1. This page will automatically be filtered to your pending invoices.
2. Click on the Approve button on the right-hand side of the invoice.

To bulk admin approve or reject invoices:

1. Navigate to Menu > Invoice Management > Invoices.
   
   
2. Select the invoices you wish to update by clicking on the box to the left of the invoice number.
   
   
3. Click the Invoice Actions button of the invoices list.
   
   
4. Choose either Approve or Reject as your action. 

Un-reject or Un-approve an invoice:

1. Navigate to Menu > Invoice Management > Invoices filter to either rejected or approved.
   
   
2. Select the invoices you wish to update by clicking on the box beside the invoice number.
   
   
3. Click the Invoice Actions button at the top of the invoices list and select your action.

Please note: when you Admin-approve an invoice the status will change on the law firm portal. However, an approval or rejection notification will not be sent to the vendor or accounts payable (if relevant).

We recommend you leave a note on the invoice for future reference. When you Admin-approve the invoice, it will override the typical workflow, so check the status on the left side of the invoice analysis page to confirm you set the correct status.