Steps To Export LEDES Invoice Format

Steps to Export Invoice in LEDES Format:

1.Navigate to Accounts >> Invoice.

2.Search for the required invoice or select any invoice.

3.Scroll to the action buttons at the end and click on “Export to LEDES Format.”

4.Enter the required details — Task Code and Expense Code are mandatory — and click on Export.

Note: To successfully download the LEDES file, please ensure the following mandatory fields are configured:

• Law Firm ID
  • Go to Settings >> Application Settings >> General Settings
  • Enter the Law Firm ID 
•      Client Reference Number
• • Navigate to the respective Matter linked to the invoice.
  • Add/update the Client Reference Number and click Save. 
• Client ID & Client Tax ID
  • Go to the respective Client associated with the Matter.
  • Add Client ID and Client Tax ID.

The above values must be provided by the external system (i.e., your client’s system where the LEDES invoices will be imported).

Once all the above details are updated, click on Export to download the LEDES format successfully.