How do I track an invoice?
Lawtrac's Finance module makes it easy to track the status of your invoice(s).
- Under the Finance tab, click Invoice Management.
- Use the search tool above the invoice list to narrow the list of invoices to only those to which you are associated.
- Highlight the "Yes" radio button where it says "Show Only My Invoices". Keep the radio button for "Unapproved Invoices Only" on "No".
- Enter the invoice number into the text box if you are looking for the status of a particular invoice.
- Click Search to generate results.
- Click on the invoice number hyperlink to navigate to the invoice detail page.
The status is located under the firm/vendor contact information.
Check the Status of All Invoices
- Under the Finance tab, click Invoice Management.
- Click the Oldest Not Approved link to display outstanding unapproved invoices.
- Click an invoice number in the list to open that invoice.
- Change the dates in the Refine List By Date Range fields to filter the invoices in this list by a specific date range and click Go.
This page also includes a color legend at the top of the list. These colors specify the approval status of each invoices approver. Invoices with a Not Set status are pending but have no assigned approvers.