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Company setup

Setting up Attachment Types

Customers often require additional attachments when submitting invoices. For example, a company might require firms to submit copies of their invoices in .pdf format. You can define multiple document type and requirements, and you can set the requirement for documents to be included in AP batches.
A default document type of Other is already defined. You can set up as many document types as necessary. One of your defined document types must be selected as the default type.
You can sort and filter document types, and define whether multiple attachments or allowed and whether the document is to be included in the AP batch.
note
Tracker does not validate for document file formats. For example, if a PDF is required, as is the case with non-LEDES invoices, a user could attach another document type, such as a .doc instead. It would be the responsibility of the Billing Guideline Reviewer to check that a submitted document was the correct type.

Add an Attachment Type

  1. Select
    Settings
    in the left navigation.
  2. In the
    eBilling & Financial Setup
     section, select
    Miscellaneous Financial Options
    .
  3. In the
    Supporting Documents
     section, select
    Add
    .
  4. Complete the fields to define the document type. All fields are required except for
    Description
    .
    • The
      Supporting Document Type
      field is the document type name and should ideally help users identify the category of document to be added, such as a receipt. Users will see the value you enter here on the New Invoice page when posting an invoice.
    • You must specify one type as the default. Other is the default document type.
    • You can define up to ten required types.
  5. On the toolbar, select
    Save & close
    .

Edit Attachment Types

  1. In the
    Supporting Documents
     section on the Miscellaneous Financial Options page, select
    Edit
    to the far right of the document type you want to change.
  2. Make your changes and select
    Save & close
    on the toolbar.

This article applies to:

  • Product: Legal Tracker
  • Audiences: Company