Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Financial setup

Add Keywords

Keywords in line item narratives provide cues to invoice reviewers that fee or expense adjustments may be needed, and can provide information about the reason for the adjustment. Companies can create keywords, associate them with fee and expense line item adjustment reasons, view keywords in line item narratives and lifetime keyword statistics.
Required role: Company system administrator can add or manage keywords.
  • Keywords are for fee and expense adjustments only, not invoice adjustments.
  • Invoice reviewers see keywords highlighted in line item narratives if the keywords are associated with line item adjustment reasons.
  • Line item adjustment reasons that are associated with keywords are indicated by an asterisk in the line item adjustment reasons dropdown list as suggested reasons.
Keywords need to be added by a Company System Administrator before they can be associated with adjustment reasons. To see keywords that have already been added, select
View Keywords List
.
  1. Select
    Settings
    in the left navigation.
  2. In the
    eBilling & Financial Setup
     section, select
    Invoice Rejection and Adjustment Reasons & Audits/Guidelines
    .
  3. Select
    LEDES Line Item Adjustment Reasons
    .
  4. Select
    View Keywords List
    .
  5. On the toolbar, select
    New Value
    . A blank field appears at the top of the keywords list.
  6. Type the new keyword in the blank field. Keywords can't contain punctuation marks or other special characters.
  7. In the
    Actions
    column, select
    Update
    .

Edit a keyword

  1. Select
    Settings
    in the left navigation.
  2. In the
    eBilling & Financial Setup
     section, select
    Invoice Rejection and Adjustment Reasons & Audits/Guidelines
    .
  3. Select
    LEDES Line Item Adjustment Reasons
    .
  4. In the list of keywords, select
    Edit
    next to the keyword you want to edit. Make any changes to the keyword.
  5. Select
    Update
    .

Delete a keyword

  1. Select
    Settings
    in the left navigation.
  2. In the
    eBilling & Financial Setup
     section, select
    Invoice Rejection and Adjustment Reasons & Audits/Guidelines
    .
  3. Select
    LEDES Line Item Adjustment Reasons
    .
  4. In the list of keywords, select
    Edit
    next to the keyword you want to delete.
  5. To the far left, under the
    Active
    column, clear the checkbox next to the keyword. " "
  6. Select
    Update
    .

This article applies to:

  • PRODUCT: Legal Tracker
  • Audiences: Company