Lawtrac in-house users can be assigned as an invoice handler on invoice approval chains. Invoice handlers are separate from invoice approvers because handlers do not have the ability to approve or reject an invoice.
The invoice handler's primary responsibility is to ensure the invoice complies with the department's processes and requirements, and then pass the invoice to the next person in the approval chain once the previous approver has made his/her approval. Invoice handlers receive email notifications for their task obligations.
Because the invoice handler role exists separately from the invoice approval chain, the handler does not occupy a "seat" in the 5-person approval chain limit.
Invoice handlers can be placed on an invoice at the beginning of the approval chain, at the end of the approval chain, or both.
Note: If the invoice handler is placed at the beginning of an invoice, no approvals/rejections can be made until the handler clicks the Pass Along button. If the handler is placed at the end of an approval chain, the invoice can still be paid if it has been approved, even if the invoice handler has not taken action on the invoice. If the invoice is rejected, the invoice handler will still need to take action.
To appoint an individual as an invoice handler, navigate to Site Access from the individual's profile page and locate the invoice handler switch under Invoice Authorization.
Click the switch next to "Can Perform as an Invoice Handler?" so that it is "enabled".
- — Invoice handler permission has been enabled
- — Invoice handler permission has been disabled
On an invoice's detail page, the invoice handler appears under the invoice approval chain list with an IH next to their name.
If the in-house user's invoice handler permission is revoked, the user still has handler permissions on invoices which were already assigned. Therefore, the handler must be manually removed from that invoice's approval chain.