Below are descriptions and triggers for statuses that appear on the invoice dashboard in CounselGO from the time an invoice is submitted until it is considered paid.
Processing/Submitted
Invoices submitted via CounselGO move into these statuses until attachments pass the automatic virus scan (if applicable) and/or initial validation is completed in SimpleLegal per the client's rules and settings.
Invalid
If one or more attached files in a non-LEDES invoice fail the virus scan, the invoice is flagged as Invalid and the CounselGO user is notified via email with additional details to re-submit the invoice.
Any LEDES invoices that are uploaded but fail file processing are also listed as Invalid and can be accessed by going to Invoices > Draft Invoices > LEDES.
Received
This status indicates that the initial validation in SimpleLegal is completed. If the invoice has one or more attachments, it only changes to this status if the virus scan is successful.
On Hold
Clients in SimpleLegal use the On Hold status if additional research or verification is required. The CounselGO user receives an internal notification, but it does not specify the hold reason. Once resolved, the status is automatically updated to Received status.
Rejected
This status means the invoice was rejected by the client in SimpleLegal. Examples of why an invoice could be rejected include invalid hourly rates or discrepancies between amounts in the invoice and file attachments.
It is up to the client to trigger the email notification for a rejected invoice and provide enough details about why the invoice was rejected. If the reviewer included a specific rejection reason or additional comments, you can view the information by opening the rejected invoice's details page in CounselGO. For additional information about reviewing rejected invoices, click here.
It is the responsibility of the submitter in CounselGO to correct and resubmit the invoice to the client for approval. If there is insufficient information available to correct the invoice, please reach out to the reviewer or your client's primary point of contact for clarification.
Approved
An invoice is considered Approved if sign-off is manually provided by an approver in SimpleLegal or if the invoice is automatically approved based on the client's validation rules.
In some cases, an invoice may be approved but with adjustments. It will appear with a red icon under the Status column as shown in the image below.
For additional information about reviewing approved invoices with adjustments, click here.
Sent to AP
This status usually applies to invoices that are submitted from CounselGO to the client via a finance integration and are pending accounting confirmation.
Paid
An invoice is set to Paid status once payment is confirmed either manually by a SimpleLegal admin/user or automatically by a system trigger or other integration.
NOTE: The statuses above do not apply to invoices that are saved as drafts. For additional information on how to use the invoice dashboard and access drafts, click here.
Comments
0 comments
Article is closed for comments.