LEDES1998B Posted Bill Export Utility Online Help

Instructions

  1. Initial setup.
  2. Typical usage.
  3. Methods for editing the data.
  4. Checking your edits.
  5. Editing data you've already exported.



There is some initial setup required. First, click on the Firm ID Setup button.

Enter the Law Firm ID. Typically, this is your firm's EIN or tax ID. However, your client may require a different ID. After you enter the ID, close the table by clicking on the X in the upper right hand corner. You will not need to save -- it saves as soon as you type.

Next, click on the Timekeeper XRef Setup button. Note: you must click on this button, even if you do not have to include the personnel type in the output file. Also, you must click on this button every time you add a personnel type in Juris.

For each of your personnel types, click on the corresponding row in the TimekeeperClassification column and select the appropriate LEDES1998B timekeeper classification from the dropdown menu.

The remaining steps are the typical steps you will perform.

  1. Enter the bill number. Remember, it has to be a posted bill.
  2. Click on the Client Matter Setup button. Here you can enter the CLIENT_MATTER_ID and INVOICE_DESCRIPTION, if required. Also, you may change the CLIENT_ID or LAW_FIRM_MATTER_ID. If you selected a consolidation and can only bill one matter, you can delete the rows containing the matters you cannot bill. This information is saved for subsequent bills on the same client/matter. Note: if you are billing a consolidation, and not all of the matters were selected in a previous bill, you will have to click on the Client Matter Setup button to make sure you have all of the matters in this table.
  3. Select the appropriate XRef. The XRef is defined on the matter level. Tip: if in doubt, select No XRef.
  4. Click on the Fetch Bill Details button.
  5. Recommended (not required): Browse to a different folder instead of the C:\ for the output path. This output path will be saved.
  6. If everything is okay in your original bill in Juris, you can click on the Export Bill Details button.
  7. Submit the .txt file to your client.
Usually, you need to make some modifications to the original bill. You have several options:
Here are a few examples of how you can edit the data:
You can filter the data to see just the items you want. The easiest way is to highlight a value and right click to Filter By Selection. You can also sort your data.
Now work on just the items you need to work on. You can switch between the Form View and Datasheet View for easier editing simply by right clicking then left clicking on the title bar (blue bar) at the top of the window.
Viewing all the data again is as simple as another right click - left click in the data section.
The table and datasheet views allow you to easily Find and Replace values in columns, such as the BILLING_START_DATE.

You can also use the filter in the table view. Below it is being used to delete rows. The table view, like the datasheet view, is easier than the form view for editing values in a column because you can use your down arrow key to step through each field in a column.

The table and datasheet views also allow you to hide columns.

If you've edited the numbers, you can always check your work by clicking on the Check Calculations button.

If the bill details don't calculate correctly, you'll get a report detailing what is wrong.


If you've made a big mistake, you can always start over by retrieving the bill details again.

Once you export the bill details, a copy of the details is saved to the temporary table. You can retrieve this information if you need to make additional modifications after you have worked on other bills. To use the details in the temporary table, simply copy the details from the temporary table and paste them into the output table as described below:
  1. Important: Key in the bill number, but do not fetch details. This is important for exporting both to the temporary table and to the file.
  2. Click on the Edit Bill Details (Table) button. If this is not the same bill number, select all of the rows (Ctl + A keys) and delete (Delete key). Close the output table.
  3. Click on the Temporary Table button. In the INVOICE_NUMBER column (second from the left), find (Ctl + F keys) the bill number.
  4. Close the Find window, right click on the bill number and select Filter By Selection.
  5. Select all of the rows (Ctl + A keys) and copy (Ctl + C keys). Close the Temporary Table.
  6. Click on the Edit Bill Details (Table) button and paste (Ctl + V keys) the details.
  7. Proceed with editing as you normally would.
You can periodically delete old bills from the Temporary Table if you know you no longer need to work on them.

Need additional help? Contact us or your local Juris support provider. (Note: the utility is free, but additional support is not.)

DeskLamp, LLC
PO Box 973
Westmont, IL 60559-0973
(630) 493-0583
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