Review pending invoices in Outlook with the Tracker add-in
You can quickly review and approve or reject pending invoices from Outlook.
- Approving invoices in the add-in requires the same permissions as approving invoices in Legal Tracker.
- Invoice approvers can load invoices from an invoice approval email in Outlook, or all of their pending invoices in Legal Tracker (the add-in will load the first 100).
- Companies can set a Quick Approve threshold. This threshold is the maximum invoice amount that can be approved by using the add-in.
- Some pending invoices may not be eligible for Quick Approve, such as invoices that:
- Exceed the Quick Approve threshold
- Have incomplete tasks or audit exceptions
- Are pending another user’s approval