If you need to engage in discussions about an invoice - before it is 'final' or through the approval process, follow these steps.

Invoices can be complex and require explanation or some tweaking to ensure it fairly reflects the work done and matches the scope agreed. These discussions may be with your external resource, or they may be with your internal team to explain or discuss the appropriateness of the invoice.

With Xakia, you can engage in discussions throughout the invoice journey, and easily identifiable to the invoice version received.

By clicking on 'Add Comment' in the top right corner of the invoice version, you can add your comments and then choose to share with your External Resource. 

Comments will display in line, with information about the date, time, user and the status of the invoice at the time of the comment.

Notifications will be received by the Matter Manager and Team Members on the matter, and if shared with your external resource, the person/s involved in the matter so that they are aware of your comments.

If you require more information or support, please click the ? in the top navigation bar of your Xakia platform, or email support@xakiatech.com.