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File specifications

Invoice spreadsheet file specifications - Invoice Data (part 2) allocations and rows

Refer to the following table for invoice spreadsheet file specifications for Invoice Data (part 2), 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
Accounts Payable Route
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Allocation Comments To AP
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Approvers - Accounting Code Reviewer
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Approvers - Accounting Code Reviewer's Employee ID
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Approvers - Billing Guideline Approver's Comments
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Approvers - Billing Guideline Reviewer
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Approvers - Billing Guideline Reviewer's Employee ID
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Approvers - Final Approver
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Approvers - Final Approver's Comments
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Approvers - Final Approver's Employee ID
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Approvers - Level 1 Approver
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Approvers - Level 1 Approver's Comments
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Approvers - Level 1 Approver's Employee ID
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Approvers - Level 10 Approver
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Approvers - Level 10 Approver's Comments
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Approvers - Level 10 Approver's Employee ID
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Approvers - Level 2 Approver
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Approvers - Level 2 Approver's Comments
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Approvers - Level 2 Approver's Employee ID
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Approvers - Level 3 Approver
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Approvers - Level 3 Approver's Comments
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Approvers - Level 3 Approver's Employee ID
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Approvers - Level 4 Approver
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Approvers - Level 4 Approver's Comments
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Approvers - Level 4 Approver's Employee ID
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Approvers - Level 5 Approver
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Approvers - Level 5 Approver's Comments
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Approvers - Level 5 Approver's Employee ID
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Approvers - Level 6 Approver
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Approvers - Level 6 Approver's Comments
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Approvers - Level 6 Approver's Employee ID
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Approvers - Level 7 Approver
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Approvers - Level 7 Approver's Comments
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Approvers - Level 7 Approver's Employee ID
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Approvers - Level 8 Approver
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Approvers - Level 8 Approver's Comments
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Approvers - Level 8 Approver's Employee ID
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Approvers - Level 9 Approver
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Approvers - Level 9 Approver's Comments
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Approvers - Level 9 Approver's Employee ID
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Billed to Address - City
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Billed to Address - Client Name
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Billed to Address - Country
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Billed to Address - State/Province
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Billed to Address - Street 1
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Billed to Address - Street 2
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Billed to Address - Tax ID
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Billed to Address - Zip/Postal Code
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Billing Period End Date
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Billing Period Start Date
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Client Number (vendor billing #)
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Comments to Firm
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Date Approved
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Date Invoice Posted
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Invoice Document File Name
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Invoice Submitter
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Invoice Summary File Name
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Law Firm Matter Name
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Matter Number (vendor billing #)
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
PO Number
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Supporting Document File Name
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Type of Invoice
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
Vendor Invoice Description/Comment
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes

This article applies to:

  • Product: Legal Tracker
  • Audiences: Firm