If a vendor cannot submit an invoice via Counsel Exchange, a filtered user or admin in Unity can manually upload it in the Unity platform. Here's how to do that:

1. Go to the quick-add menu (+) in the top navigation bar and select New Invoice.

You can also add an invoice directly from the Invoices screen by clicking Add Invoice. 

2. Select the Vendor and Matter from the dropdown lists. Only matters assigned to the selected vendor are displayed.

3. Complete the remaining fields:

• Invoice Date (required): Select the date the invoice is being created or submitted.
• Billing Start Date (required): Select the first day of the invoice billing period.
• Billing End Date (required): Select the last day of the invoice billing period.
• Invoice Number (required): Enter a unique number for identification purposes.
• Currency (optional): Defaults to the system currency; change if needed.
• Amount (required): Enter the total amount billed by the vendor (for example, 1500 or 1500.00).
• Subject (optional): Enter a brief subject line describing the scope of work or expenses.
• Description (optional): Enter a brief description of the work being billed to provide additional context.

4. Click Upload Files to add any attachments (optional).

5. Click Save and Add Another in the bottom-right corner. 

The invoice will be added to the Received tab on the Invoices list. From the invoice details page, you can view the details or take other actions, such as approving or rejecting the invoice (if applicable), reviewing or updating the default reviewers, or adding comments.

For more information, see Viewing Invoice Details.