August 2017 - Reducing Outside Counsel Spend Using eCounsel

Webinar reviewing features and functionality that assist users in viewing and gathering spend data in eCounsel

TIPS AND TRICKS

For an in-depth webinar on Invoice Rules and Configurations as well as a list of rules, see April 2016 - Invoice Routing Workflow and Smart Invoice Standard Rules.

See Invoices Awaiting My Approval quickly by configuring your homepage.

Select "Personalize Homepage".
Select "Toolbox" from the menu options.
Left click and hold "Invoices Awaiting My Approval" and drag it to the empty white space on your homepage. When you see a narrow box turn blue, you can release the mouse and the Widget will appear on your homepage.

Run reports straight from an Invoice for quick budget information. You may need to request this configuration from your system administrator.

Click on an Invoice from the Invoices Module.
Next to the options for Rejecting and Discounting invoices, you will click on "Reports".
A pop up will appear with the reports you've configured. These reports will automatically run for that specific Invoice.

Invoice Rejection and Approval Best Practice:

Always add a name and date to invoice rejection comments, and be specific. Vendors cannot see who the invoice approver is.

It is recommended that you do not edit the invoice directly, as there is no notification or changes sent to the vendor.