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Auto Approval

Auto Approval Management

The Auto Approval Audit Tool enables a client to set certain billing parameters for auto approval of invoices meeting those parameters.  

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.  

  • 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:

  • 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:


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