Collaborati Spend Management Customization Help
Welcome to the TeamConnect® Collaborati Spend Management Customization Help.
- Setup Overview guide
- CSM is installed using the Available Updates feature of TeamConnect. Refer to the Installation Help for this version of CSM to learn more about the requirements for installing CSM.
- Adjusting the Invoice Validation Rule Settings Guide
- See the following sections for specific rule information:
- Fee Charges Exceed Agreed Rates
- Expense Charges Exceed Acceptable Unit Costs
- Do Not Allow Multi-Matter Invoices
- Timekeeper Billed Too Much Time
- Invoice Service/Expense Charges are Too Old
- Invoice is Too Old
- Invoice Contains Duplicate Timekeeper Charge
- Invoice Contains Duplicate Expense
- Invoice Line Item Description Contains Unauthorized Keywords
- Invoice currency doesn't match vendor currency
- Frequently Asked Questions and Troubleshooting guide
- This section includes additional general information about CSM and tips for troubleshooting CSM.