Overview
This new evergreen feature introduces the ability to automate the creation of matter invoice proposals using the Process automation framework. By scheduling this routine task, organisations can streamline billing operations, reduce manual effort, and ensure greater consistency in invoice generation.
Note: This feature is currently released as a preview and cannot be enabled in production environments. We encourage users to test it in a sandbox or test instance and share their feedback to help sa.global refine the functionality.
Key benefits
- Increased efficiency: Automatically generate invoice proposals on a predefined schedule.
- Flexible scheduling: Configure relative date logic for work-in-progress (WIP) and invoice dates based on your billing cycle.
- Targeted execution: Use filtering to apply the automation only to specific contracts or projects/matters.
- Alerts and visibility: Configure messaging and alerts to keep relevant teams informed of process execution outcomes.
How it works
To enable this functionality, activate the feature “(evergreen) Enable process automation for matter invoices“ via Feature management.
Once enabled, process automation for invoice proposals can be configured by navigating to:
- Matter management and accounting > Setup > Process automations, or
- System administration > Setup > Process automations, and selecting Create matter invoice proposals as the automation type.
Setup and configuration
When configuring the automation, users will have access to the same parameters available under:
Matter management and accounting > Periodic > Invoices > Create invoice proposals
Date criteria options
| Field | Description |
|---|---|
| Define start date criteria | If No, all transactions up to the end date are included. If Yes, use the adjustment field below to specify a relative start date. |
| Number of days adjustment for start date | Applies if start date criteria is defined. Enter a positive, negative, or zero value to set a date offset from the run date. Transactions on or after this date are included. |
| Define end date criteria | If No, all transactions after the start date are included. If Yes, use the adjustment field below to specify a relative end date. |
| Number of days adjustment for end date | Applies if end date criteria is defined. Enter a positive, negative, or zero value. Transactions on or before this date are included. |
| Define invoice date criteria | If No, the invoice date is set to the run date. If Yes, use the adjustment field below to define a relative invoice date. |
| Number of days adjustment for invoice date | Applies if invoice date criteria is defined. Sets the invoice date to a relative value before or after the run date. |
Additional options
- Filter by contract/matter: Use the filter functionality to limit invoice generation to specific matters or contracts, offering greater control and selectivity.
- Messaging and alerts: Notifications can be configured to inform users when the automation completes or encounters errors.
This feature empowers finance and billing teams to automate repetitive tasks, minimise delays, and focus on high-value work, while maintaining full control over billing criteria and execution.
Feedback
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