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Matters

Changing the AP Route on a Matter

Changing a matter default AP route updates the AP route information for all pending or approved (but not batched) invoices posted to the matter that use the matter default AP route.
Invoices already batched and sent to AP and invoices with AP routes different from the matter default AP route are not affected by the change.
Required role | Company system administrators or Matter Administrators or Editors can edit the matter profile.
  1. Select
    Matters
    >
     Matter list
     in the left navigation.
  2. Find and open the relevant matter.
  3. On the toolbar, select
    Edit
    .
  4. In the
    Invoice Processing
     collapsible section, next to
    AP Route
    , click
    Select
    . A dialogue opens.
  5. Click
    Select
    next to the new route.
  6. On the toolbar, select
    Save & close
    .

Reversals

If an invoice is posted to a matter with AP route using spreadsheet format that does not include reversals and credit invoices, then reversed after being approved, the reversal invoice is not included in the next batch run. When a matter is later updated to contain a new AP route using a spreadsheet format that includes reversals and credit invoices, or matter's default AP route spreadsheet format is updated to include reversals and credits, the next AP batch will include all historical reversed invoices for that AP route.
note
For reversals to be included, the spreadsheet format for the route must include both reversals and credit invoices, as a reversal invoice is almost always a negative invoice.

This article applies to:

  • Product: Legal Tracker
  • Subject: Matter,Accounts Payable
  • Audiences: Company