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Invoices

Add or Edit Invoice Descriptions and Comments

The topics below describe how to add or edit invoice descriptions and comments for LEDES and non-LEDES formatted invoices, and how to view comments provided by law firm users.

Add or Edit Comments in LEDES-Formatted Invoices

There are two ways to provide comments with a LEDES-formatted invoice in Tracker:
  • Use your time and billing system to add a comment in the INVOICE DESCRIPTION field of the LEDES file. This method is recommended because it lets you enter detailed comments (the field can be as large as 15KB) without editing the posted invoice. Tracker does not provide support for time and billing systems, so law firm users should contact their time and billing vendor if they need help using this field.
  • Add a comment by editing the invoice profile of the posted invoice.
    note
    You have a limited time to add or edit a comment when editing the invoice profile of a posted invoice. Comments cannot be added until after the LEDES-formatted invoice is posted, and an invoice cannot be edited after the invoice is reviewed by the first approver. If you need to add or edit a comment, do so as quickly as possible after posting the invoice.
To add or edit a comment by editing the invoice profile for a posted LEDES-formatted invoice:
  1. Click
    Billing
     in the left navigation.
  2. Click
    View invoices
    . You may need to complete this step if
    Accruals
     displays because unbilled amounts are due.
  3. Click the invoice you want to add comments to.
  4. Click
    Edit / move
     in the toolbar.
  5. Enter your comment in the
    Description/Comments
     field.
  6. Click
    Save & close
     in the toolbar.
    note
    Do not reattach the LEDES invoice or supporting documents when you are adding comments. Those documents were saved in Tracker and do not need to be uploaded again. Do not attempt to add an additional supporting document (such as a receipt). If you upload a new supporting document you overwrite the existing document.

Add or Edit Comments in a Non-LEDES-Formatted Invoices

You can add or edit a comment or description when you post a non-LEDES-formatted invoice.
To add a comment to a non-LEDES-formatted invoice during posting:
  1. On the New invoice page, enter your comments in the
    Description/Comments
     field. This field is under the
    INVOICE HEADER INFORMATION
     collapsible section.
  2. Click
    Post & close
     in the toolbar.

View Comments Provided by a Law Firm User

Regardless of whether the invoice is a LEDES-formatted invoice, the comments provided by the law firm or vendor posting the invoice are available in the
Comments
 field under
Profile
 for the invoice. To view the comments, click
Show comments
.

Can I Provide a Comment or Explanation in the Invoice in Response to a Company Question?

Tracker does not provide a method for creating a conversation between the law firm and company users after the invoice is posted. After the invoice is fully approved or rejected, firm users can see company comments by clicking
Show comments
 under
Profile
 for the invoice.

This article applies to:

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