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Invoices

Notification of Disputed, Reduced, or Rejected Invoices

If your client rejects or disputes an invoice or approves an invoice for a reduced amount, Tracker automatically sends you an email notification with more information. You also receive an Action Items alert.
Tracker automatically sends an email notification of reduced, rejected, or disputed invoices to the following users:
  • The user who posted the invoice.
  • The Lead Outside Counsel specified in the matter (if the invoice was posted by the lead firm for the matter). The Lead Outside counsel will also receive an Action Items alert.
The following example shows an email notification for a manually rejected invoice:
TO: Jane Lawyer
FROM: Tracker Unattended on behalf of Jill TrackerCoordinator at TrackerCoordinator@mn.autDATE: 05/24/2002
SUBJECT: REJECTED Invoice No. 65009 for Company, Inc.
This message is to notify you that the following invoice has been rejected:
Invoice No.:
 65009
Invoice Link:
 https://d1tracker.corp.serengetilaw.com/tracker.aspx/FirmInvoices?Login_CompanyID=56300&idlg=16404&kINC=1&lv=R
Posted by:
 Jane Lawyer
Date Posted:
 10/15/2011
Posted Amount:
 $6,094.59
Rejected By:
 Sam Inhouse
Rejected Comment:
 This invoice was a duplicate of the one we paid last month.
ACCRUAL NOTE: If accruals become due prior to reposting this invoice, include this invoice amount in your unbilled amount.
Contact Jill TrackerCoordinator at TrackerCoordinator@mn.aut or 123-555-1212 with questions.
****************************************************************This electronic mail transmission contains confidential information and is intended only for the person named.Any use, copying or disclosure by another person is strictly prohibited. If you have received this transmission in error, please notify Jeff Casemanager <Company@demo.corp> at Company@demo.corp****************************************************************
An invoice also can be Auto-Rejected if your client has set up applicable rules for certain types of audit/billing guidelines violations including: new Timekeeper, Change in Timekeeper Rate, Expense Guidelines violations and Billing Period Audits.
The following example shows an email notification for an invoice approved for a reduced amount:
TO: Jane Lawyer
FROM: Tracker Unattended on behalf of Jeff Casemanager at Company@demo.corp
DATE: 05/24/2002
SUBJECT: REDUCED Invoice No. 65009 for Company, Inc. This message is to notify you that the following invoice has been reduced:
Invoice No.:
 10244
Invoice Link:
 https://d1tracker.corp.serengetilaw.com/tracker.aspx/FirmInvoices?Login_CompanyID=666626&idlg=28575&kINC=1&lv=A
Posted by:
 Greg Lawyer
Date Posted:
 07/20/2009
Posted Amount:
 $17,632.30 USD
Reduced Amount:
 $17,100.91 USD
Reduction Comment:
 Online research amount exceeded agreed limit.
Contact Jeff Casemanager at Company@demo.corp or 999-555-6666 with questions.
****************************************************************This electronic mail transmission contains confidential information and is intended only for the person named.Any use, copying or disclosure by another person is strictly prohibited. If you have received this transmission in error, please notify Jeff Casemanager <Company@demo.corp> at Company@demo.corp****************************************************************
An invoice also might contain rates that were Auto-Reduced or Auto-Rejected (reduced to zero) if your client set up applicable rules for certain types of audit/billing guidelines violations including: new Timekeeper, Change in Timekeeper Rate and Expense Guidelines violations.

Moved Invoice Email Notification

When a company user moves an invoice, Tracker automatically sends an email to the firm user who posted the invoice. The following examples shows an email notification for an invoice that was moved by a company user:
TO: Jane Lawyer
FROM: Tracker Unattended on behalf of Jeff Casemanager at Company@demo.corp
DATE: 09/25/2009
SUBJECT: Acme: Invoice 6400111 moved to the Resolute matter
NOTICE: Jeff Casemanager has moved invoice 6400111 as follows:
Invoice Posted to Matter: "Hudson"
Invoice Moved to Matter: "Resolute"
Please update your files and/or client and matter numbers if necessary.
****************************************************************This electronic mail transmission contains confidential information and is intended only for the person named.Any use, copying or disclosure by another person is strictly prohibited. If you have received this transmission in error, please notify Jeff Casemanager <Company@demo.corp> at Company@demo.corp****************************************************************

Action Items Alerts

Tracker provides Action Items alerts for any law firm user who is a Matter Administrator or Matter Editor in the matter for which the invoice was reduced or rejected.

This article applies to:

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