Access the Connectivity Page for DirectInvoice

To access the Connectivity page for DirectInvoice:

From the Main Menu, go to Configuration.
Click Configure eBilling Vendor Connectivity.
Click the DirectInvoice (CT Tymetrix) link. The Configure Connectivity to DirectInvoice (CT Tymetrix) window displays.

eBilling Setup on DirectInvoice

The following steps must be completed on DirectInvoice to successfully submit invoices through eBillingHub. The client may impose additional requirements.

The eBilling Vendor connectivity for DirectInvoice must be correctly set up with a valid password. For more information see, Configure eBilling Vendor Connectivity.
Client needs to be added as an Active Application for the eBillingHub user.
Matters are identified by the Corporate Matter ID that is entered when the Client creates the matter. This Corporate Matter ID must match the ClientMatterId in the invoice.
The client must assign a matter to a firm before a firm can submit invoices for the matter.
Whether timekeepers need to be set up in advance of invoice submission depends upon the client's policy. Clients may choose to pull timekeeper information directly from incoming invoices and populate the list of active timekeepers, or they may require that they be set up in advance.

Track DirectInvoice Invoices

When an invoice is uploaded into the system, it is subjected to an automated review. If the invoice does not pass this automated review, it is not retained in the DirectInvoice system.

If the invoice passes the automated review, DirectInvoice triggers an email to the reviewer, and the status in DirectInvoice is Under Review. An invoice may be reviewed by more than one reviewer.

If the reviewer approves the invoice, the status is updated to Approved.

If the reviewer does not approve the invoice, they may:

reject the invoice
adjust the invoice
notify the client

The following statuses are tracked in DirectInvoice. You can view invoices in a particular status by selecting Review, Invoices on the toolbar on the left side of the window, then selecting All/By Status from the drop-down list of views, or searching for a particular invoice number.

Status	Explanation	Notification
Submission Failure	Invoice was not successfully uploaded.	DirectInvoice sends an email with Submission Failure in the subject.
Under Review	The invoice has passed the automated review, and is being reviewed by one or more individuals at the client.	DirectInvoice sends an email with the subject DirectInvoice.com: Your submission file is now in the system - Open this memo for the exact status (Rejected or Under Review) of your invoice(s).
Adjusted	The client review is completed, and the original invoice has been adjusted. Users can view invoices and invoice adjustments. If the Law Firm does not agree with the adjustment, users may send communications to corporate users regarding these adjustments.	Email notification is at the reviewer's discretion.
Approved	The client review is completed, and the invoice is approved in full.	Email notification is at the reviewer's discretion.
Rejected	The client review is completed, and the entire invoice has been rejected.	Email notification is at the reviewer's discretion.
In A/P	The invoice has been sent to the client's A/P group.	Email notification is at the reviewer's discretion.
Paid	The client has sent the payment for the invoice.	No email.