A number of improvements have been made to querying invoices to support the review and invoice approval workflow in Apperio.
These enhancements include the following:
- Details of a queried invoice made visible in Apperio
- The ability for law firms to replace PDF invoices once queried
- The invoice approval history made visible to your law firms
- Multiple law firm users can receive all email notifications concerning e-billing
Details relating to queried invoices
Once an invoice has been queried by your business, details of the query message are displayed on top of the invoice in Apperio. This is visible to your business and your law firm.
To view the query message first find your invoice in Apperio. Invoices can be found on the “invoices” tab on the matters page or directly from the invoice list.
Once found simply click on the invoice to view the query details.
Replacing PDF invoices
Your law firms have the ability to replace a PDF invoice if it has been queried by your business. (Replacing PDF invoices can only be done by your law firm, for more information please contact firstname.lastname@example.org or reach out to your Customer Success Manager).
To replace a PDF invoice your law firm can select the edit icon on the invoice.
Next, your law firm can select the bin icon to remove the existing PDF invoice.
To upload a new PDF invoice your law firm can simply browse and drag/drop the new invoice.
Once the new PDF invoice has been uploaded click “Submit Now”.
Invoice history view
As an invoice transitions through the review and approval workflow, the history is made visible to your business and law firm.
To view the invoice approval history select the icon below.
Queried invoice notifications
More than one law firm user can receive the email notification for queried invoices.
For more information on allowing group law firm users to receive queried email notifications, please contact email@example.com