In this article:
How to upload invoices to a matter
Usually, invoices are uploaded on behalf of your Legal Service Providers from within Spend > Invoices. Read how here.
However, there is a more convenient facility whereby you can upload invoices within a matter.
Select the Invoices tab within the matter. This is typically where you would see all the invoices that have been uploaded against the matter.
Click the + Add Invoice button in the top right. Note that you will need to have 'Manage invoices' permission enabled on your account to be able to upload and post invoices.
A modal will pop up granting you two options:
Upload invoice and post - the invoice will appear against the matter straight away. Or,
Add to an existing invoice batch - you will be directed to Invoice batches where you can upload the invoice to the desired batch.
If you select Upload Invoice and Post, the file picker will be displayed. Simply select the desired file(s) and click Open.
A modal will appear to show that the AI-invoice extraction is in progress with the option to cancel if needed. Once it is complete, you can then review the pre-populated fields, attribute the spend to a Legal service provider (for the legal service providers that have been added to your directory), and fill in the rest of the required fields. (Note that all fields marked with a red asterisk are required fields.)
Note: If your organization uses multiple currencies, the currency is automatically mapped and updated in the invoice modal. The system will then automatically convert the fees into your default currency.
Click Post batch when done.
The invoice will instantly appear in the matter, awaiting approval from the assigned approver or matter owner.
Customizing the invoices grid and tracking Spend
You can customize the information displayed in the Invoices grid by using the Column selector. From the Column selector on the right, you can add or remove attributes to create a view that best suits your needs. The grid will auto-save your changes.
If needed, you can reset the grid to its default settings by clicking the Reset button.
You can track spending on the matter by checking the Budget bar at the top:
Approved: Total of fees, disbursements, and taxes on approved invoices.
Pending Approval: Total of fees, disbursements, and taxes on invoices pending approval.
Total: Overall total of fees, disbursements, and taxes.
Once you have reviewed everything, you can mark the billing status on the matter as Complete. This will not prevent you from uploading new invoices to the matter.