TIPS AND TRICKS

• Create more configurable approval workflows by defining them based on Matter Type, Business Unit/Division, Product, Firm/Vendor, and Invoice Dollar Amount
• When defining Invoice Approval Workflow Criteria based on Invoice Dollar Amount, always create workflows in increasing amounts.

• Assign Invoice Handler to allow initial and/or final checks of the invoice without requiring an approval or rejection.
• Audit all invoice changes through the Invoice Log.
• Streamline invoice rejection by terminating approval workflows with the first rejection.
• When creating Approval Workflows or Invoice Handlers order your workflows in increments of 5 in case any changes need to be inserted between workflows.
• Enforce sequential approvals to invoices to ensure adherence to internal policies.