You may notice that an invoice has been incorrectly assigned to an AP route. This can be rectified without needing your vendor to resubmit the invoice. Only admin users will have access to this feature.
To change the AP route of an invoice:
- Navigate to the Invoices Page
- Click on the AP Route of invoice on the top left of the screen
- From the dropdown menu, select the new AP route of the invoice and select update.
If the Invoice has fallen into the wrong AP route due to incorrect matter details, please ensure to Update your Matter Details to ensure future invoices are automatically mapped to the correct matter.
Please note, Updating the matter details will not change the AP route of a live invoice.