Invoice Review

The invoice review process is simplified by allowing the assignment of a designated reviewer for each sales invoice. The designated reviewer receives an email with the draft invoice in PDF format and option to approve, reject or perform an more in-depth review.

Enable Invoice Review

• To enable Invoice Review feature choose the 🔎 icon, enter pryme Matters Setup , and choose the related link.
• Enable Invoice Review to activate the review process.
• Specify an Invoice Reviewer to receive the review e-mail by selecting one of the following: Matter Responsible, Client Responsible, or Invoicing Responsible. If this field is left empty, the Invoice Reviewer can be selected directly from the Sales Invoice.

Enable Email Notifications for Invoice Review

• To enable email notifications, select the 🔎 icon, enter Email Scenario Assignment, and choose the related link.
• Under the general account that will send the emails, select the Assign scenarios action and choose Invoice Review/Approval.

Request Review

• To send an invoice for review, navigate to the Sales Invoice, then select Approve → Request Review.
• If the Invoice Reviewer field is empty, the user will be prompted to choose a reviewer, such as the Matter Responsible, Client Responsible, Invoicing Responsible, or another resource.
• Once the reviewer is selected, an email is sent to the assigned reviewer.
• The Approval Status on the Sales Invoice is updated to Review Pending
• The email includes details about the invoice, a PDF attachment of the draft invoice and specification, and links to approve, reject, or review the invoice in more detail.
• If the invoice is approved, the Approval Status is updated to Review Approved. If rejected, it changes to Review Rejected, and a window will open to log a rejection comment.

Review/Approval Log

• The Review/Approval Log is updated each time the status changes during the review and approval processes.
• The log captures details of all status changes, including the person who sent the invoice for review/approval, the date and time of the action, and any comments added during rejection.
• The Review/Approval Log is saved and can be accessed from the posted invoices.
• You can view the log from the Matter too.