SimpleLegal's Invoice Resubmission flow allows vendors to link an invoice to a previously rejected invoice. This creates a resubmission history for the invoice so that you and your client have more context and can easily track the activity instead of having to rely on multiple separate records.
NOTE: This enhancement goes live on September 15, 2023.
How it Works
If you are notified that an invoice is rejected and are ready to resubmit it, you can do one of the following:
#1. Upload the corrected/updated LEDES file & link it to the original invoice
Once you upload the corrected/updated LEDES file and are in the review step, select the Resubmission checkbox and then choose the original invoice under Link to Rejected Invoice.
#2. Make a copy of the manual/non-LEDES invoice & link it to the original invoice
Open the rejected invoice and make a copy of it. From the copied invoice, confirm that Yes is selected for Is this a resubmission? and then choose the original invoice under Link to Rejected Invoice.
Alternatively, you can create a new non-LEDES/manual invoice and link to it to a previously rejected invoice if making a copy is not applicable.
Viewing Resubmission History
Once an invoice is linked and resubmitted, it is recorded in the resubmission history, which can be accessed by opening the original or resubmitted invoice.
Clicking on Re-submission history from an invoice displays the Invoice Date, Received Date, and Rejection Date (if applicable). You can click View to go to the associated invoice. If you are viewing the original invoice, this will take you to the resubmitted version.
NOTE: There is currently no limit to how many times an original rejected invoice can be resubmitted. For example, if you resubmit an invoice and it is rejected a second time, you can copy/create the invoice and link it to the same original invoice for a third resubmission.
Review the following articles for more information about Invoice Resubmissions: