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Using E-Billing

  • Nov 12, 2024
  • Knowledge

How To
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The E-Billing process will allow invoices to be exported from LEAP into a format suitable for being imported into 3rd party payment processing systems.

The available export formats are:

  • LEDES 1998B
  • LEDES 1998BI (Also known as LEDES 1998B-International)
  • LSS (Legal Solutions Suite)
  • LEDES XML 2.0

This article explains the process for creating and exporting an e-bill. If this is your first time E-Billing through LEAP, you should review Setting Up LEAP for E-Billing before returning to this page.

Prepare the Matter

 
 
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Any matter that will require e-bills to be generated must have the LEDES and LSS e-billing table type filled in.

  1. Open the matter.

  2. Double click the LEDES and LSS e-billing table type located in the "Details" column on the left side of the Details & Correspondence window.

  3. Fill in the fields relevant to your preferred export format.

    Only fill in the sections relevant to your billing format. Refer to your vendor’s E-Billing software if uncertain on any fields.

 
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The Invoice Description field is optional. Entering text here will override the default Invoice Description on E-Billing formats that utilize this field.

  1. Click OK to save your changes.

  2. Record the applicable Time, Fees, and Expenses to the matter. Use the Activity Code field when recording Time/Fee entries and the Recovery Code field when recording Expense Recoveries. This will speed up the invoicing process.

 
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All expenses must be entered as Expense Recoveries in order to be used with E-Billing. Other types of expenses may be included, but Expense Codes for these must be manually assigned from the E-Billing screen.

 

To view more information on using Expense Recoveries, click here.

  1. After all Time, Fees, and Expenses have been entered on the Matter, create a New Invoice in the usual fashion (either individually or in bulk).

    For more information on creating invoices, see Creating an Invoice.

  2. Once the invoice has been saved with a status of Final – Printed/Sent, it will now be ready to be exported in an E-Billing format.

Create an E-Bill from a Matter

 

  1. Open the matter.

  2. Navigate to the Operating Account tab.

  3. Click the LEDES Export button in the menu at the top of the window.

    The invoices for this matter will be loaded.

  4. Use the checkboxes to select the applicable invoice(s) and click Next.

  5. Make any alterations needed to the invoices. Editable fields are:

    • Billing Start and End Dates (by default these will be the first and last days of the entries on the invoice)
    • Activity & Task Code (for Time and Fee entries)
    • Expense Code (for Expense Recoveries)
    • Timekeeper Classification Code

  6. When ready, click the Download button to download the export file to your computer.

 
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When downloading a single invoice, this will be downloaded as a text file. If multiple invoices are included, the download will be a compressed ZIP file containing the individual files.

Create E-Bills from Multiple Matters

 

  1. From the LEAP Matter List, click the LEAP Menu > Accounting > E-Billing.

  2. Select the desired Start Date and End Date, then click Next. 

    This will find all invoices with an Invoice Date within the selected range.

  3. After the list has populated, use the checkboxes to select the applicable invoice(s) and click Next.

  4. Make any alterations needed to the invoices. Editable fields are:

    • Billing Start and End Dates (by default these will be the first and last days of the entries on the invoice)
    • Activity & Task Code (for Time and Fee entries)
    • Expense Code (for Expense Recoveries)
    • Timekeeper Classification Code

  5. When ready, click the Download button to download the export file to your computer.

 
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When downloading a single invoice, this will be downloaded as a text file (or in the case of LEDES XML 2.0, as an XML file). If multiple invoices are included, the download will be a compressed ZIP file. In order to upload these files, they must be extracted by right clicking the ZIP file and selecting Extract All.

Last Modified Date
11/12/2024 7:19 PM
Title
Using E-Billing
URL Name
Using-E-Billing

Resolution
Operating AccountingApp Marketplace
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Using E-Billing