Vendor Intake - Gatekeeper Actions

The points Below outlines the gatekeeper managed invoice upload workflow.  Click Play to see the process in action.

• Gatekeeper uploads invoices one at a time in PDF or LEDES 1998B format.
• Optional auto-extraction pulls line items and rates; the gatekeeper can add or edit details manually.
• Gatekeeper validates the data, then saves the invoice to ReportsVault.
• Vendors may instead email invoices to the designated address or submit them through the Vendor Gateway (if invited).
• System flags any rate discrepancies or policy violations; the gatekeeper resolves them before assigning the invoice to in-house counsel.
• Approval workflows can be configured (optional) to match each department’s process.
• Vendors can submit invoices to the designated email address or, if invited, upload them through the Vendor Gateway.