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File specifications

Invoice spreadsheet file specifications - Matter Data allocations and rows

Refer to the following table for invoice spreadsheet file specifications for Matter Data, including allocation and row information for each field:
Field Name
Simple accounting code allocations
Enhanced accounting code allocations
Single row format
Multi-row format
General setup, delimiters, or inv. inclusion
File header or file tailer
Invoice header or invoice trailer
Allocation header or allocation trailer
Standard rows
Allocation rows
#2 Company Person
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Associated Matter Data
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Associated Matter ID
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Case No.
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Claim/Registration No.
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Country (in Matter)
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Country (Invoice)
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Currency Field #1
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Currency Field #10
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Currency Field #11
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Currency Field #2
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Currency Field #3
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Currency Field #4
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Currency Field #5
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Currency Field #6 (Closing)
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Currency Field #7
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Currency Field #8
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Currency Field #9
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Date Field #1
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Date Field #10
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Date Field #11
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Date Field #2
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Date Field #3
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Date Field #4
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Date Field #5 (Closing)
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Date Field #6
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Date Field #7
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Date Field #8
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Date Field #9
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Dropdown Field #1
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Dropdown Field #10
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Dropdown Field #11
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Dropdown Field #13
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Dropdown Field #14
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Dropdown Field #15
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Dropdown Field #16 (Closing)
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Dropdown Field #17
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Dropdown Field #18
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Dropdown Field #19
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Dropdown Field #2
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Dropdown Field #20
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Dropdown Field #21
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Dropdown Field #22
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Dropdown Field #23
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Dropdown Field #24
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Dropdown Field #25
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Dropdown Field #26
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Dropdown Field #27
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Dropdown Field #28
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Dropdown Field #29
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Dropdown Field #3
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Dropdown Field #30
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Dropdown Field #31
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Dropdown Field #4
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Dropdown Field #5
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Dropdown Field #6
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Dropdown Field #7
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Dropdown Field #8
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Dropdown Field #9
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Multi-Pick List Field #1
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Multi-Pick List Field #10
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Multi-Pick List Field #11
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Multi-Pick List Field #2
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Multi-Pick List Field #3
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Multi-Pick List Field #4
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Multi-Pick List Field #5
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Multi-Pick List Field #6 (Closing)
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Multi-Pick List Field #7
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Multi-Pick List Field #8
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Multi-Pick List Field #9
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Number Field #1
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Number Field #10
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Number Field #11
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Number Field #2
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Number Field #3
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Number Field #4 (Closing)
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Number Field #5
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Number Field #6
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Number Field #7
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Number Field #8
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Number Field #9
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Text Area Field #1
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Text Area Field #2
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Text Area Field #3 (Closing)
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Text Field #1
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Text Field #10
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Text Field #11 (Closing)
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Text Field #12
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Text Field #13
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Text Field #14
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Text Field #15
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Text Field #16
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Text Field #17
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Text Field #18
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Text Field #19
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Text Field #2
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Text Field #20
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Text Field #21
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Text Field #3
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Text Field #4
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Text Field #5
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Text Field #6
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Text Field #7
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Text Field #8
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Text Field #9
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Tiered Picklist #1
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Tiered Picklist #2
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Tiered Picklist #3
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Tiered Picklist #4
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Custom Field - Custom Tiered Picklist #5
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Invoice Approval Route
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Lead Company Person
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Matter Group
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Matter ID
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Matter Short Name
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Matter Tracker ID
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Matter Type (Template) - Matter Type (Template)
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Organizational Unit - Organizational Unit
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Practice Group - Practice Group
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
State/Providence
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No
Substantive Law - Substantive Law
Yes
Yes
Yes
Yes
No
No
No
No
Yes
No

This article applies to:

  • Product: Legal Tracker
  • Audiences: Company