Invoice attributes allow users to capture and manage additional information at the invoice level, giving greater control and accuracy over the data stored with each invoice.
These attributes can include details such as a requestor’s name, vendor code, internal cost centre, or other information that helps your business meet specific invoicing and reporting requirements.
Invoice Submission
Users can now define which attributes must be filled in when law firms submit an invoice. This means you can capture all the required data at the beginning of the invoicing process.
Attributes can be required or optional meaning firms can provide it if they know it or business users can fill it in later if not.
Editing Attributes
After an invoice has been submitted, business users can review and update the invoice attributes directly from the invoice detail page.
Users entering invoices are prompted to complete all required fields at submission.
Business users can edit attribute values at any time after submission.
All edits are recorded with timestamps and user details for full auditability.
This ensures any necessary updates or corrections can be made while maintaining a complete change history.
Managing Attributes
Attributes are managed from the Settings page, accessible via the Settings icon in the navigation bar.
Navigate to the Attributes tab to view all configured attributes in a table showing each attribute's name, type, visibility, and whether it is required.
To add a new attribute, click Add attribute and follow the on-screen steps.
To make changes to an existing attribute, click Edit next to the relevant attribute in the table.
Dropdown Attributes
For dropdown type attributes, you can create and edit the options displayed in the dropdown.
Simply click Add Option and give it a name. If you want the firms to fill in the attributes, you can also select which firms this option displays to allowing you to display different options to different firms.
A few things to be aware of:
- The Attributes tab is only visible for organisations with an active invoice approval workflow.
- Access to the Settings page requires the "Access to Settings" permission (previously called "Manage Business Users").
- The attribute type (e.g. text vs. dropdown) cannot be changed after the attribute has been used on an invoice. To change the type, create a new attribute.
- Attributes and options that have been used on an invoice cannot be deleted.
Attribute Settings
- Attributes can be formatted as free text, numerical or a selection from a preset list.
- Attributes can be set as 'Visible on invoice submission form'. This means the law firm can fill it in when uploading an invoice
- Attributes can be set as required. This means the firm will need to fill this in before they can submit an invoice
- For dropdown attributes, users can control which options are shown to which law firms enabling only certain options to be available to certain firms.