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Financial setup

Set up Billing Period Audits

You can set up billing period audits so that an invoice is flagged if it is posted too early or too late, or spans across months, fiscal quarters, or fiscal years. You can set up the audit to ignore the audit, or flag or reject the invoice.
  1. Select
    Settings
    in the left navigation.
  2. In the
    eBilling & Financial Setup
     section, click
    Invoice rejection & adjustment reasons, audits & guidelines
    .
  3. Select
    LEDES Audits & Guidelines
    .
  4. Select
    Billing Period Audits
    .
  5. In the
    Timing Audits
     section, enter the number of days before the billing period start date and after the billing period end date in the boxes provide and select an option for the audit response.
    • None/Disabled
      : No audit response will be generated for invoices that were submitted outside these dates.
    • Red flag/Warning
      : Invoices submitted outside these dates will appear on the Invoice Review page with an audit flag.
    • Auto-reject Invoices
      : Invoices submitted outside these dates will be rejected automatically.
  6. In the
    Spanning Audits
    section, select an option for invoices that are dated to include multiple months, fiscal quarters, or fiscal years.
  7. On the toolbar, select
    Save & close
    .

This article applies to:

  • PRODUCT: Legal Tracker
  • Audiences: Company