Posting invoices - Manual, Speedpost, LEDES generator

Post Speedpost invoices

Select
Billing
in the left navigation.
On the toolbar, select
Post invoice
.
Select
LEDES SPEEDPOST UPLOAD
.
Use the
Law Firm Office
dropdown to select the office the invoice was generated from.
Use the Invoice Currency dropdown to specify the invoice currency.
All LEDES 1998B invoices will be posted in the currency you select in this field.
If you need to post 1998B invoices in different currencies, you need to manually post each invoice and select the currency for each.
If you are uploading LEDES 1998BI invoices, the currency indicated in the invoice file will replace any currency you specify here.
If you have a receipt or other supporting file that you want to attach to the invoice, select
Browse
next to
Supporting documents
. On your computer, locate and select the file to attach.
Select
Post invoices
in the toolbar.

Post LEDES invoices manually

Select
Billing
in the left navigation.
Select
Post invoice
on the toolbar.
Select
LEDES MANUAL UPLOAD
or
OTHER FILE UPLOAD
to select the invoice format and method for posting the invoice.
In the Actions column next to the matter you want to post an invoice for, select
Post invoice
.
note
An
Incomplete
in the
Firm Client #
or
Firm Matter #
fields indicates that a Consolidated Billing Matter requires firm information to be entered before invoices can be posted.
Complete the fields on the new invoice page as required. Fields with an asterisk are required.
Select
Post & close
in the toolbar.

Post invoices using the LEDES Generator

Select
Billing
in the left navigation.
Select
Post invoices
in the toolbar.
Select
LEDES GENERATOR
.
Select
Post invoice
next to the matter associated with the invoice.
Complete the fields under the
INVOICE HEADER INFORMATION
collapsible section. This section includes basic, required information about the invoice. If required fields are not filled in, the invoice won’t post. Except for the
Description/Comments
and
P.O. Number
fields, all fields are required.
Field Reference
Field	Description
Law Firm Office	The location of the firm office represented in the invoice.
Matter Name	Name of the matter associated with the invoice. If the matter name is not correct, cancel out of this page, or select Change Matter .
Law Firm Internal Name & No.	Your firm’s internal client name and matter number from the list. If no number is available select Edit Firm Client & Matter # to enter the firm’s client and matter number; otherwise, the invoice won’t post.
Invoice Number	Needs to be a unique number.
Invoice Date	Date invoice is assigned.
Billing Period Start Date	The date on which the work included in this invoice began.
Billing Period End Date	The date on which the work included in this invoice ended.
Description/Comments	Optional additional information about the invoice.
P.O. Number	Purchase the order number that your client assigned.
In the
INVOICE DATA
collapsible section, use the
Invoice currency
dropdown list to select the invoice currency.
If you want to add fee or expense line items, select
Add line item
in the proper section and complete the required fields.
Field Reference
Field	Description
Date	Date the activity occurred.
TK First Name	Timekeeper’s first name.
TK Last Name	Timekeeper’s last name.
TK ID	Unique identifier of the timekeeper for this line item. The identifier is an employee number, initials, or anything else that uniquely identifies the person. Often it is the primary key for the timekeeper as used in the firm’s financial system.
TK Classification	Professional classification of the timekeeper, such as partner, associate, or paralegal.
Task Code (fee line items)	Use the dropdown to select the task code for the activity performed. note Task codes may be required for trademark and patent matters.
Activity Codes(fee line items)	Use the dropdown to select the activity code for the activity performed.
Task Description/Line Item Narrative(fee line items)	Optional description of the task.
UTBMS Expense Code(expense line items)	Use the dropdown to select the UTBMS expense code.
Expense Description(expense line items)	Optional description of the activity performed.
Hours(fee line items)	Number of hours spent on the task described in the line item.
Units(expense line items)	Number of units, such as the number of copies made.
Rate	The amount charged for each unit.
Tax type	Proper tax type.
Tax %	Proper tax rate (visible only if you select a tax type).
Adjustment	Any adjustment, such as a discount.
(Optional) If you want to add a line item identical to the one you completed, select
Clone Line Item
, then edit the individual fields.
(Optional) If you need to adjust the value of an invoice, complete one or both of the following:
To adjust a line item amount, enter a value in the corresponding
Adjustment
field.
To adjust the entire invoice amount, select
Adjust total fees
or
Adjust total expenses
under the
Totals
section and enter the adjustment.
note
To reduce the amount of the invoice, enter a negative number.
If you want to download and save a copy of the invoice, select the 3 small dots icon on the toolbar then select
Download invoice
.
Select
Post & close
in the toolbar.

tip

To delete a line item, select the gray X by the line item.

Post non-LEDES invoices

Select
Billing
in the left navigation.
Select
Post invoices
in the toolbar.
Select
OTHER FILE UPLOAD
to select the invoice format and method for posting the invoice.
Select
Post invoice
next to the matter you want to post an invoice for.
Complete the fields on the new invoice page. Fields with an asterisk are required.
Include a PDF invoice with non-LEDES invoices. Select
Browse
next to
PDF
. On your computer, locate and select the PDF document to attach.
Select
Post & close
in the toolbar.

More about invoicing

Link rejected invoices to a new invoice

In the
Linked Rejected Invoices
section, select
Link invoices
.
In the window that opens, select the checkbox next to one or more rejected invoices you want to link. If no eligible invoices exist, the window will indicate that none is available.
Select
Save
. The selected invoices will be linked once you post the new invoice.
Select
Post & close
to complete the posting.

Locate the posted invoice and select the 3-dot menu icon.
Select
View linked invoices
.
In the window that opens, select the checkbox next to one or more rejected invoices to link. You can also deselect a previously linked invoice to remove the association.
Select
Save
to apply your changes.