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This article applies to:

  • Product: Legal Tracker
  • Subject: Billing,Invoices
  • Audiences: Company

Finding an Invoice

You can find a specific invoice by searching using the invoice number. If you need to view more than 20 items, use advanced search or the Find Invoice report.

Using the Invoice Number

To find an invoice by using the invoice number, click on the search icon in the upper right-hand corner of any page and type in the number in the
Global Search
 field. Click on the
Invoices
item in the drop-down list. This search will return a maximum of 20 items.

Using the Find Invoice report

  1. Click
    Reports
    >
    Reports list
     in the left navigation.
  2. Under
    Spending Reports
    , click
    Find Invoice
    .
  3. In the Report Criteria form, under
    Step 2 - Criteria
    , enter the invoice number.
  4. Under
    Step 3 - Generate Report
    , click
    Run
    .

View all the invoices posted by a law firm

  1. Click
    Reports
    >
    Reports list
     in the left navigation.
  2. Under
    Spending Reports
    , click
    Invoices & Invoice Acct. Codes
    .
  3. Edit the columns and filters as needed.
  4. Click
    Add filters
    , and under
    Common Report Filters
    , select
    Firm or vendor name
    .
  5. Enter the name of the firm, and then click
    Save
    .
  6. Click
    Run
    on the toolbar.
Invoices with Delivery on Hold status are NOT viewable by company users. The Invoice Delivery on Hold feature lets a firm upload an invoice when the matter has incomplete tasks. However, Tracker holds delivery of the invoice until all assigned tasks are completed on the Matter (e.g. Matter profile fields completed, status report filed, etc.). This feature enables companies to enforce completion of assigned tasks, while allowing billing clerks to carry out their billing responsibilities. If the assigned tasks are not completed within 45 days of uploading the invoice, the invoice is auto-rejected back to the firm.
A key component of this feature is that company users cannot see and attempt to approve invoices with Delivery on Hold.