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This article applies to:

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

Tracking the Status of an Invoice

Find the List of Approvers for a Specific Invoice

The Invoice Profile displays the list of approvers for the invoice.
  1. From either the Invoice Review page or from the
    Invoices
    tab within a matter, click the invoice number. The Inv. Profile tab opens.
  2. Under
    Approvers & Approval History
    , you can view approvers, and if the invoice is pending, you can add additional reviewers by clicking the add additional approver link.

Determine the Current Approval Status

If the invoice appears on the Invoice Review page, it has not yet been finally approved.
  1. From either the Pending Invoices page or the
    Invoices
    tab of the open matter, click the invoice number to display the invoice profile.
  2. Scroll down to
    Approvers & Approval History
     to see the status of the invoices with each approver.

Identify Pending Invoices for All Users

You can generate a Stuck Invoices report to determine which users have outstanding invoices to approve.
  1. Click
    Reports
    >
    Reports list
     in the left navigation.
  2. Under
    Spending Reports
    , click
    Stuck Invoices
    .
  3. Select the criteria for the report, and then click
    Run Report
    to see the report in your browser window, or click
    Export CSV
    to create a spreadsheet with the report data.