External Resources can occasionally submit invoices that are late or over budget, causing disruption to the financial processes and control of costs. To ensure compliance with policies, you can configure your settings to restrict invoice upload in these circumstances.
These restrictions will apply as follows:
Matter cost estimate exceeded
Where the invoice being uploaded will exceed the cost estimate, settings can be configured to:
- Always allow
- Allow, but block approval (matter cost must be updated)
- Disallow
Where the external resource is unable to upload an invoice due to this restriction, they will see a notification that informs them this setting has been configured by their client.
Invoice date
Where invoices need to be submitted within a specified time period from the date of the invoice, settings can be configured to allow upload by the External Resource:
- Always allow
- Allow submission within 2 days of invoice date
- Allow submission within 5 days of invoice date
- Allow submission within 10 days of invoice date
Where the external resource is unable to upload an invoice due to this restriction, they will see a notification that informs them this setting has been configured by their client.
Matter completion date
Where invoices need to be submitted within a specified time period from the date of matter completion, settings can be configured to allow upload by the External Resource:
- Always allow
- Allow submission within 30 days of matter completion
- Allow submission within 60 days of matter completion
- Allow submission within 90 days of matter completion
- Allow submission within 180 days of matter completion
- Allow submission within 365 days of matter completion
Where the external resource is unable to upload an invoice due to this restriction, they will see a notification that informs them this setting has been configured by their client.
If you require more information or support, please click the ? in the top navigation bar of your Xakia platform, or email support@xakiatech.com.