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Financial approvals require a published, enabled automation and an eligible reviewer with access to the case. They do not happen merely because a record exists.

Review one item

  1. Open Approvals, then the pending item.
  2. Check the case/client, office, invoice or resolution, amounts, fees, funding, and supporting details relevant to that review.
  3. Open the source record if a correction is needed. Save it and reload the review before deciding.
  4. Use the available approval or rejection action. Follow your firm’s review policy.
  5. Inspect the outcome and History. For invoice staging, also inspect the workflow run and resulting expense queue.
An invoice review can authorize staging costs for payment. A resolution financial review records review of the financial terms. It does not activate the resolution, pay a check, or replace legal approval of a settlement. Accounting separately verifies routing and activation.

Review and approve a batch

Open Approvals → Financial batch review to review multiple items together.
  1. Choose Expenses or Resolutions.
  2. Select up to 25 eligible items. HQ reviewers can see items across their authorized child-office scope.
  3. Select Review selected.
  4. Read every item’s latest summary. Verify the office and case even when names or amounts repeat.
  5. Select Approve reviewed items only after reviewing all included records.
  6. Read the per-item outcomes. Resolve unsuccessful items individually and refresh before another attempt.
Batch approval does not bypass permissions. A record that changed after review needs a fresh review of its current details. Use the individual review for items needing edits or rejection; the batch action is approval of the reviewed items.

Set up the review trigger

Start with Add standard accounting approval automations to install an organization-specific draft and reviewer role. An administrator can also configure the event, conditions, action, and required reviewer in Automations. Use Invoice created for invoice staging, or the resolution creation event for financial resolution review. Assign a person or the intended reviewer role, such as Firm Admin or Accounting, according to your firm’s process. Save the workflow, select Publish live, and turn it On. Create a matching new record afterward. A preview/test is not proof that a live approval was created. See publish and review and invoice staging setup.

When an expected review is missing

Staff entering the record: give the automation administrator its invoice or resolution ID, office, and creation time. You do not need to change automation settings. Keep the original record while they investigate. Administrator: check the steps below. They apply to the matching invoice-created or resolution-created automation.

A new resolution has no review

Check in this order:
  1. Office: Is the automation configured for the office where the resolution was created?
  2. Timing: Was the workflow published and On before creation? Enabling it later does not establish that an earlier event ran.
  3. Conditions: Does this resolution match the workflow’s conditions?
  4. Run history: Is there a live run, and did it reach the review action? Inspect its error or skipped step.
  5. Reviewer: Does the selected person/role have approval permissions and access to the case?
  6. Queue: Are filters or office scope hiding the pending item?
If these checks pass, give support the resolution ID, office, creation time, workflow name, and run ID. A case-visibility feature setting should not be used as a substitute for diagnosing an automation failure. Do not recreate the resolution to force a review; that can duplicate financial records.