AP reverse feed file specifications
Companies can post invoice payments using AP reverse feed. You can use either the data in Legal Tracker or the AP data exchange web service. This gives legal vendors a way to check payment status and reconcile spending amounts in Legal Tracker compared to their AP systems.
AP reverse feed fields
It's recommended to use 2 fields at a minimum in any reverse feed upload:
- INVOICE_NUMBER
- PAYMENT_DATE
note
If there are multiple invoices from different firm offices with identical invoice numbers, you'll need to use the OFFICE_VENDOR_ID field. Tracker uses the office vendor ID as the secondary (required) identifier. However, if you include the Invoice ID column, this ID is always unique so you don't need the office vendor ID. You can include it at your discretion.
Header row label | Type | Max length | Required | Notes |
|---|---|---|---|---|
INVOICE_ID | Integer | Variable (32 bits) | No | Designed to be an ‘exclusive OR’ (XOR) with INVOICE_NUMBER. If you use INVOICE_ID, Legal Tracker scans for a matching invoice with that ID before using INVOICE_NUMBER.
If an invoice isn't found or INVOICE_ID isn't specified, then use the INVOICE_ NUMBER to find the invoice. |
INVOICE_NUMBER | String | 31 | Ye | Designed to be an ‘exclusive OR’ (XOR) with INVOICE_ID.
If you have multiple invoices with identical invoice numbers, then use the Office Vendor ID as the secondary, required identifier. |
INVOICE_DATE | Date | Variable | No | You'll need to match the format selected during upload. |
OFFICE_VENDOR_ID | String | 30 | No | Needed if vendors submitted invoices with matching invoice numbers.
However, if you include the INVOICE_ID column, this ID is always unique so you don’t need the office vendor ID. |
FIRM_NAME | String | 100 | No | |
PAYMENT_DATE | Date | Variable | No | You'll need to match the format selected during upload. |
PAYMENT_EXCHANGE_RATE | Decimal | Variable | No | Use this field if you need to change the currency of the invoice.
If there was no conversion of the invoice total to a different currency for the purposes of issuing payment, this column should be left blank. |
PAYMENT_NUMBER | String | 100 | No | |
PAYMENT_STATUS | String | 50 | No | |
PAYMENT_COMMENTS | String | 250 | No |
important
- Fields not listed in this table will be ignored.
- INVOICE_NUMBER is required. You can remove any other columns you don’t plan to use.
- The 1st row in the file should be the header row that lists the columns present in the data file.
- The fields can be in any order.
- If the Tracker interface is used to manually upload the file, the file delimiter and date format must match the formats chosen when the file is uploaded.