Tabs for Segmentation

• My Assigned Invoices: Displays only the invoices that are currently assigned to you for review.
• All Assigned Invoices: Shows all invoices that your role permits you to view.
• Draft Invoices: Displays invoices that are still in draft mode and not yet submitted.

Search & Filters

Use the search bar to quickly find invoices by title or number, or apply advanced filters by:

• Status (e.g., Draft, In-Review, Approved, Paid).
• Vendor
• Reviewer
• Additional Filters (via the “All Filters” dropdown)
• Sort by (e.g., invoice date, amount)

Invoice Table Columns

Each row in the table includes:

• Status: Current review/payment status of the invoice.
• Flag: Marker to indicate discrepancies in the line items.
• Invoice #: Unique invoice identifier.
• Invoice Title: Descriptive title, clickable to open full view.
• Vendor: Name of the submitting law firm or service provider.
• Invoice Date: Date the invoice was issued.
• Total Amount: Billed amount on the invoice
• Reviewer: Assigned user(s) responsible for reviewing the invoice.

Create & Export

A panel at the top shows Active Reviewers across the matters list, helping users identify who is currently engaged with open matters.

Create & Export

• Use the Upload Invoice button (top right) to submit a new invoice.
• Click Export to download the full list in a spreadsheet-friendly format for financial reconciliation and reporting.