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Require UTBMS Expense Codes in Invoices

You can require law firms to include UTBMS expense codes in LEDES-formatted invoices. This is a system-wide setting that applies to all firms and matters, and cannot be changed for individual firms or individual matters.
If you require UTBMS expense codes, you cannot turn off this feature on a firm-by-firm or matter-by-matter basis. For each expense that you want to audit, you can set a limit on either the unit amount or the total amount. This limit is applied to each line in an invoice, not to the invoice total. If you don't set a limit for an expense code, it will not be audited.
note
By default, Tracker supports one set of UTBMS billing guidelines for your organization. Support for creating multiple LEDES UTBMS audit sets is available in Tracker as a feature that can be turned on for organizations at the company level.
  1. Select
    Settings
    in the left navigation.
  2. In the
    e-Billing & Financial Setup
     section, select
    Invoice rejection & adjustment reasons, audits & guideliness
    .
  3. Select LEDES Audits & Guidelines.
  4. Select UTBMS Expense Guideline Audits.
  5. Next to
    Require LEDES UTBMS Expense Codes
    , select
    Yes
    .
  6. On the toolbar, select
    Save & close
    .

This article applies to:

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