Spend management feature updates and feature improvements

Woohoo! We’ve added a bunch of updates to our spend management tool this month and more - check it out below. 💪

🌟 External resources – invite permissions

Configure who has permission to send invites to external resources for the purpose of receiving invoices. To configure invite permissions for external resources, please see this article.

🌟 Invoice approvals

An Administrator can configure who can approve an invoice:

• Only a Matter Manager
• The Matter Manager or team members
• A Matter Manager or team members within delegated authority limits
• Anyone with access to the matter within delegated authority limits
• Anyone with matter access

Click here to learn more.

🌟 Delegated authority limits

You can set delegated authority limits to ensure all expenses are properly approved, compliant with internal controls and reduce financial risk.

You can choose to apply delegated authority limits on:

• A matter
• An engagement
• An invoice

Click here to learn more.

If you have decided to apply delegated authority limits, you can set limits for each role and multiple currencies. Click here to learn more.

💖 Legal Request list - sort by date filter

You can now sort legal requests using the ‘Date Received’ or ‘Date Required’ columns. Simply click on the arrow next to the headers to sort by ascending or descending order.

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