To support the verification of preliminary invoices, the software can be configured with a review process in which the preliminary invoices are circulated for reviewing by the desired users until the invoice is ready to be created. If the process is defined, approving a preliminary invoice for invoicing requires that all those as signed to the process have reviewed the preliminary invoice or bypassed the reviewing.

Power users can define a preliminary invoice review process to be used in the settings Business Units folder by selecting the business unit and going to its Preliminary Invoice Review Process folder.

You can choose the following responsible persons for the review process to your preferred order:

• Customer responsible 
• Matter owner, responsible, assistant, or invoicing contact 
• Single user who is called on to review the preliminary invoice.

It is possible to override the review process defined for the whole business unit by assigning a deviant review process to an individual matter. You can do this by opening the matter window and the Review Steps folder in the invoicing area.

Normally, only power users have the right to edit the preliminary in voice review process. However, the right to edit matter-based review processes can be granted to normal users by adding them to a user group having extended rights to edit matters and preliminary in voices. If the company has multiple business units, this user group can be defined for each business unit separately.