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Invoice Approval | Level 1 Authority Setting

The Level 1 approver is the Lead Company Person when you first create an invoice approval route. You can move the Lead Company Person to another level in the invoice approval route.
The Level 1 Approver is the Lead Company Person by default, but you can move the Lead Company Person to another level. The Lead Company Person is required on each invoice approval route.
Tip | If you do not want the Lead Company Person to review invoices on a regular basis, set a very high threshold amount for that person, such as $1,000,000, and specify other approvers on the route.

Approval Threshold for Level 1 Approvers

The threshold amount is the billed amount—not the approved amount—of an invoice that will require review at this level. If an invoice is less than this amount, the invoice will not be sent to the Level 1 approver. For example, if the threshold amount is $100, and if there is no Billing Guideline Reviewer, no Accounting Code Reviewer, and no subsequent Level 2 approver specified for the Approval Route, any invoice that is $99.99 or less will be approved automatically without any review.
Credit Invoices If the invoice approval route specifies $0 for the approved threshold, this will include credit invoices; provided, however, that credit invoices are never routed to reviewers higher than the Level 1 (in other words, credit invoices are never routed to level 2-10 reviewers).
Threshold Amount Overrides
Regardless of the threshold amounts, there are certain conditions under which an invoice will always be routed to the following approvers:
Level 1 Approver:
  • A LEDES invoice contains audits such as timekeeper rate change or an expense guideline violation. The invoice contains a budget audit flag.
Lead Company Person:
  • The company profile is incomplete.
  • The invoice contains incomplete accounting codes and there is no Accounting Code Reviewer on the route.
  • The office vendor numbers are missing and there is no ACR on the invoice approval route, and office vendor numbers are required by your AP department.
  • An Outside Counsel Evaluation must be completed during the invoice approval process.

This article applies to:

  • PRODUCT: Legal Tracker
  • Subject: Invoices
  • Audiences: Company