Invoice Tabs

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At the bottom of the main invoice page is a list of tabs that allow you to view a variety of information.

Note: If the invoice you are viewing is a summary invoice, only the tabs for Approval Activities, Invoice Documents, Chargeback Review, Flags and Comments, Invoice History, and Budget Review are available.

Invoice Tab Options:

Tab	Function
Approval Activities	View a list of line items needing approval or have been approved/rejected.
Invoice Documents	View the documents uploaded for an invoice.
Chargeback Review	View chargebacks, which are divisions of the company that the invoice charges. By default, the chargebacks for an invoice come from its associated matter.
Flags and Comments	View the flags and comments for the invoice.
Matter Invoices	View invoices from this vendor that are set at the matter level.
Invoice History	View all invoice amounts and summary.
Budget Review	View the details for a budget.
Order Received	View the order in which line items uploaded to an invoice.
Chronological Order	View line fee items listed in chronological order.
Timekeeper Totals	View all documented timekeepers and the hours claimed under a specific date.
LEDES Review	Display phase reviews and LEDES code records.
Custom View	Contact your Lawtrac Account Executive to request a customized view of invoice details to meet your particular needs.
Your Options	Select the tab to which you would like invoice view to open as default.