Invoice Management Workspace

A new workspace has been created which will support central invoicing teams and fee-earning teams who are involved in the invoicing process. It will allow people to monitor invoices they’ve created and those that may need to be reviewed and approved.

The Invoice Management workspace for Phase 1 covers the following:

Tiles Available

• Create a invoice proposal
• My open invoice proposals
• All open invoice proposals
• My approved invoice proposals
• All Approved invoice proposals
• New invoice proposals
• Invoice proposals in review greater than 2 days
• Ready for invoicing Matters
• My draft credit notes
• All Draft credit notes
• Clients on Hold

Information Pane

• All invoices posted this month
• Post invoices this month
• All invoices
• All posted invoices
• Posted credit notes this month
• Rejected proposals
• All Clients
• All Matters
• Matter Contracts
  

Links

• Create matter invoice proposals
• Matter invoice proposals
• Matter invoices
• All free text invoices
• Invoice journal
• eBilling
• Invoice template configuration
• Billing guides
• Pending matter transactions
• Unposted timesheets
  

• Customer/Client payments
• Expense management
• Customer/Client credit and collections
• Matter Management
  

*Inquiries and reports Link *

• Matter invoice journals
  

Feature Management Details
This feature is available by the System Administration -> Feature Management Workspace
Feature Name is (evergreen) Invoice management preview
Once the feature has been switched on there is a new invoice management workspace available via Matter Management and Accounting > Workspaces > Invoice Management