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Invoices

Attach and View Expense Receipts for an Invoice

Many companies require firms to include a copy of receipts for expenses. Sometimes, a company's billing policy requires a receipt if the expense item is greater than a specified value. Tracker lets you attach one electronic expense receipt file (typically, in a .pdf or .TIF format) with each invoice.
note
You can attach only one expense receipt file per invoice. If you need to attach multiple receipts, save all of the receipts in one file.
If there is an existing expense receipt file and you attach a new expense receipt file then the new file overwrites the old file. Contact your law firm's IT department if you have questions about how to save multiple receipts in a single file.

Attach Expense Receipts

To attach an expense receipt file for an invoice:
  1. Make sure the expense receipt is in an electronic file format that can be accessed and viewed on your computer.
  2. When posting an invoice (whether a LEDES or a non-LEDES invoice), click
    Browse
     for
    Supporting Documents
    .
  3. Navigate to where the file you want to upload is located.
  4. Double-click the file to attach it.
note
If you use SpeedPost and you attach LEDES invoice files that have only one invoice per file, then you can attach an expense file to each invoice at the time you post the invoice. If you are attaching a LEDES invoice file that contains multiple invoices in the file, then you must wait until after the invoices have posted to post the expense receipt file.
File Formats
You can attach the expense receipt file in any format that is readable by your client. Typically, these file types include Rich Text Format (.RTF), Microsoft Word (.doc), Adobe Acrobat (.pdf), or a scanned image file (.TIF or .JPG).

View an Attached Expense Receipt File

If an expense receipt file was attached to an invoice, then you can review it by clicking the three small dots icon on the toolbar then selecting
Download original
. To open the expense receipt file, click Download for
Supporting Documents
.

Attaching an Expense Receipt to a Previously Posted Invoice

You can attach an expense receipt if you have already posted the invoice only if your client has not reviewed and processed the invoice. If the company has begun to process the invoice, the only way to attach an expense receipt is if the company rejects the invoice.
  1. Access the applicable matter.
  2. Click
    Invoices
    .
  3. Click the invoice to open it.
  4. Click
    Invoice
    .
  5. Click
    Edit / move
     in the toolbar.
    note
    If the option to move, edit, or repost the invoice are not available, the client has started the invoice review process and you can no longer edit the invoice. You should contact the client directly and ask them to reject the invoice. You will then be able to re-post the invoice using the Repost option and attach the missing receipt.
  6. Click
    Browse
     for
    Supporting Documents
    .
  7. Navigate to where the file you want to upload is located then double-click the file to attach it.
  8. Click
    Save & close
     in the toolbar.
note
Do not reattach the invoice.

This article applies to:

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