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Setting Up an Invoice Rejector

Company System Administrators can be set up to be able to reject invoices, even if they aren't in the approval route. There are two steps to setting up an invoice rejector. First, the invoice rejector feature must be enabled by a Tracker Coordinator at the company level. Then the Tracker Coordinator must enable the function in the System Administrator's administrative profile.
To enable the invoice rejector functionality for the company:
  1. Select
    Settings
     in the left navigation.
  2. Under
    eBilling & Financial Setup > Miscellaneous Financial Options
  3. Next to
    Enable user options for invoice rejector
    , select
    Yes
    .
To grant System Administrators the ability to reject invoices:
Required role | Tracker Coordinator
This option is available only if the invoice rejector functionality was enabled at the company level and the user has the system role of System Administrator.
  1. Select
    Account
    > Admin
     in the left navigation.
  2. Next to
    Invoice Rejector Security
    , select the
    Allow to reject unapproved invoices any time
     check box.
An invoice rejector has two options:
  1. Reject.
     The invoice goes back to the previous approver in the approval route. The invoice history shows that the invoice was rejected by the invoice rejector.
  2. Reject to firm.
     The invoice bypasses all previous approvers and goes back to the firm, and the firm is notified that the invoice was rejected. Approvers in the route aren't notified when an invoice is rejected back to the firm; however, Tracker history shows that the invoice was rejected to the firm by the invoice rejector.

This article applies to:

  • Product: Legal Tracker
  • Subject: Invoices
  • Audiences: Company