Viewing the Approval Status of a Submitted Invoice

Use the Approval Status page to view the status of invoices that have been sent through Passport Collaboration Portal and have been delivered to your client in Passport.  

NOTE:    The Approval Status page shows status information only if your law firm and a client have been enabled for the Invoice Status feature. If you submit invoices to more than one client, and some of the clients are not enabled for the feature, the Approval Status page does not display the status information for invoices that have been submitted to the clients who are not enabled for the Invoice Status feature.

To Review Invoices in Delivered Status

Delivered invoices are invoices that have been received by the client company in Passport Collaboration Portal.

To review delivered invoices, perform the following steps:

1.     To open the Approval Status page, click MENU and under the Reports category, click Approval Status.

Passport Collaboration Portal displays a list of all invoices that are contained in the invoice files which have been delivered to the client and which have not been archived. When the invoice file is archived, the invoices are no longer displayed.

2.     If necessary, specify a filter to show the invoices that you want to see.

3.     To see the processing history or other details for an invoice, click next to the invoice.

If the invoice information includes only the invoice number and the matter number, and the other columns are empty, the invoice has not entered the Passport workflow. The invoice is probably in Error Manager in Passport. Only the client company can address issues that cause an invoice to go to Error Manager.

To Review Invoices in Pending Status

Pending invoices are invoices that have been received by the client company in Passport and are still in process.

To review pending invoices, perform the following steps:

1.     To open the Approval Status page, click MENU and under the Reports category, click Approval Status.

2.     Click TOOLS.

The TOOLS menu is displayed.

3.     Click Client Pending Invoices.

4.     If necessary, specify a filter to show the invoices that you want to see.

5.     To see the processing history or other details for an invoice, click next to the invoice.

To Review Invoices in Approved Status

Approved invoices are invoices that have been received by the client company in Passport, have been processed through the Passport workflow, and have been approved.

To review approved invoices, perform the following steps:

1.     To open the Approval Status page, click MENU and under the Reports category, click Approval Status.

2.     Click TOOLS.

The TOOLS menu is displayed.

3.     Click Client Approved Invoices.

4.     If necessary, specify a filter to show the invoices that you want to see.

5.     To see the processing history, the approved amount, and any adjustments for an invoice, click next to the invoice.

To Review Invoices in Rejected Status

Rejected invoices are invoices that have been received by the client company in Passport, processed through the Passport workflow, and rejected or voided.

To review rejected invoices, perform the following steps:

1.     To open the Approval Status page, click MENU and under the Reports category, click Approval Status.

2.     Click TOOLS.

The TOOLS menu is displayed.

3.     Click Client Rejected Invoices.

4.     If necessary, specify a filter to show the invoices that you want to see.

5.     To see the processing history, the rejection reason, and other details, click next to the invoice.

The details for a voided invoice do not include a rejection reason.