Auto Approval Management

The Auto Approval Audit Tool enables a client to set certain billing criteria for automated approval of invoices meeting those parameters.  Select the AUDIT TOOLS link at the top of the page

• Click on the Sub-Navigation menu option Auto Approval
• Click the Group Name link to view existing Invoice Auto Approval Groups
• Sample below:

Parameter options are as follows:

• Invoice Type
• Firm
• Invoice Total
• Practice Area
• Legal Status aka Matter/Claim Type
• Fee Type
• Ignore Exceptions [No, Ignore Non-Critical or Ignore All]
• Effective Date

 If a firm's invoice falls within the Auto Approval parameters, they will receive a message similar to the below when performing a status change:

Acuity will insert a Comment in the Amount/Adjustment History noting how the invoice was Approved:

Note: If you do not already have this feature turned on, please reach out to your Technical Consultant or Client Success Coordinator for information on enabling.