Learn how to invite a law firm or other external resource to submit invoices to a matter.

With the Xakia Plus, Advance and Professional subscriptions, you can have your external resources submit invoices directly into Xakia so that you can easily track matter budgets.

Ensure that your external resource has invoice submission enabled.

• Navigate to the matter for which you wish to receive invoices
• Click the 'Resources' tab and navigate to the relevant engagement (if more than one engagement on a matter).
• Navigate to the 'Primary Contact' and select a user from the dropdown list of registered users at that firm. 
• If more than one user from that firm, you can use the 'Team Members' to multi-select others from the firm. 
• When you click 'Save' the invited person/s will receive an email advising the external contact that he or she has been added to this matter.
• If you need to remove a person from a matter, you can either:
  • select a different primary contact
  • unselect a person from the team member drop down
• Note: If the person required is not visible, you can add a new person from the dropdown lists, which will notify the admins at the firm that a new user needs to be added and that you should be advised when this has been done.

Once an external resource has been added to a matter, they will appear on the list of 'Team Members' invited. If your settings allow for the firm to add team members themselves, they will also appear in this list.

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