Learn how to move an invoice from 'pending' to 'rejected'.

If you are unsatisfied with an invoice and determine that it should be rejected, you can do so in the following ways:

1. Navigate to Resources > Engagement > Expenses in a matter:

• Navigate to the invoice in question (or simply click the link in the notification received)
• Click 'Reject' 
• A slide-out will appear
  • If you are not the Matter Manager, add comments about the rejection to be shared internally
  • If you are the Matter Manager, add comments that will be shared with the external resource

2. Navigate to the Expense Log from the top navigation bar under 'Logs & Libraries'

• Filter to find the invoice for rejection
• Click on 'Reject' from the list of options
• A slide-out will appear
  • If you are not the Matter Manager, add comments about the rejection to be shared internally
  • If you are the Matter Manager, add comments that will be shared with the external resource
• If you wish to view the invoice, select 'View' for the full invoice information.

Once rejected:

• An email notification will be sent to the Matter Manager.
• The Matter Manager will need to reject the invoice with a comment to share with the External Resource.
• The invoice cannot be approved. The external resource will be required to resubmit a new invoice.

If you require more information or support, you can get in touch with the Support team here or email support@xakiatech.com.