Invoice Validation Rules (IVR) Success Kit

Unity Invoice Validation Rules (IVR) reduces your legal spend by enforcing your billing guidelines with vendors. IVR lets you set your own configurable rules to programmatically enforce complex alternative fee arrangements (AFAs), billing guidelines, vendor discounts, invoice approval routing, and more. It’s simple – validation rules automatically catch invoice violations according to the billing guidelines you set, saving you time in manual invoice reviews.

Implementing Invoice Validation Rules into your invoice review and approval process lets you take control of your e-Billing and spend management. Read on to learn how to start using IVR, or reference our additional resources on the right.

How to get started:

• First, start by compiling your billing guidelines. Our recommended categories to place invoice guidelines on include: administrative, communication, copies, deliveries, overhead, research, subscription, and travel costs.
  • Check out our Legal Billing Guidelines Best Practices white paper for detailed guidance on best practices and our IVR Idea sheet for what rules to implement!
• Create and implement your compiled invoice validation rules with any conditional values (under Administration > Rule Management). If you need help setting up rules, read through our linked Help Center articles for guidance.
  • Note: We have now added a new Category field. This will be used for our upcoming reporting around Adjustment Reasons. We suggest reviewing our default categories in the Invoice Settings area of Administration. You can deactivate existing values or add new ones that make the most sense for your business!
• Check out our other available resources on the right – we recommend looking at the Best Practices whitepaper mentioned above and our list of standard default rules.
• If you need further help configuring a rule, sign up for our Invoice Validation Rules office hour sessions! Our team is dedicated to supporting and guiding you through this process, so IVR can start working for you faster.

Need more help?

We hope this success kit helps guide you on how to use Invoice Validation Rules, maximizing efficiency in your invoice review process. If you have any further questions, please reference our other resources on the right-hand side of this page.  

Feel free to contact your CSM for any additional questions.