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.

Cancel Review/Approval

• If a sales invoice has an Approval Status of Review Pending or Approval Pending, you can cancel the review or approval process by navigating to the Sales Invoice actions menu and selecting Approve → Cancel Review/Approval.

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.