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Configure duplicate line items audits

Multiple line items in invoices increase the possibility of duplicates accidentally being paid. To increase enforcement of billing guidelines, you can configure Tracker to check for potential duplicate line items. The audit helps catch potential duplicates and lets the invoice reviewer take appropriate action.
You can configure the audit to flag or automatically reject an invoice with a potential duplicate line item. For example, you can have the audit check for line items that have the same billed amount, task code, or date, or a combination of these or other criteria. When duplicates are found, they appear on the Invoice Review page so the reviewer can take appropriate action.
To configure block billing audits:
  1. Select
    Settings
    in the left navigation.
  2. In the
    eBilling & Financial Setup
     section, select
    Invoice rejection & adjustment reasons, audits & guidelines
    .
  3. Select LEDES Audits & Guidelines.
  4. Select
    Duplicate Line Items Audits.
  5. Select the action you want to take for duplicate line items.
    Action
    Description
    None/Disabled
    Tracker does not check for duplicate line items.
    Red flag/warning
    Duplicate line items trigger an audit flag what will appear on the
    Audit
    tab of the Invoice Review page.
    If you select, additional settings appear that allow you to define specific conditions to disable the audit flag. Check one or more buttons and select the
    Edit
    link to the right of the option to specify the details for the matter type template, matters, or firms that will not trigger an audit.
    If you select the
    Exclude certain Matter Type Templates?
     option and select the top level of the Matter Type Template (for example, Litigation/Dispute), all Matter Type Templates within that category will be selected and excluded from the audit. If a user creates a new Matter Type under Litigation/Dispute, the audit will be run on that new template. To exclude the new matter type, the user would need to return to this page and exclude it.
    Auto-reject invoice
    If you select this option, you must provide a comment in the
    Description
    field.
  6. If you selected either of
    Red Flag/warning
    or
    Auto-Reject Invoices
     options, additional settings appear that you can use to specify the criteria for Tracker to use when evaluating line items for duplicates. You can check
    Select All
    to evaluate potential duplicates for all the options.
  7. On the toolbar, select
    Save & close
    .

This article applies to:

  • Product: Legal Tracker
  • Subject: Invoices
  • Audiences: Company