Objective:
- Understand the parts of a LEDES1998B Bill
- Change different areas of LEDES Bills
- LEDES Bills
- LEDES Column meaning
Environment:
- Clio Manage
Additional Information:
For more information on the LEDES 1998B Standard, see here.
To enable UTBMS (sometimes known as ABA Task Codes), see here.
Answer:
# | Name |
Description |
01 | INVOICE_DATE |
The Issue Date of the Bill |
02 | INVOICE_NUMBER |
The Invoice Number of the Bill |
03 | CLIENT_ID |
An arbitrary number created by Clio. To change the CLIENT_ID, see here |
04 | LAW_FIRM_MATTER_ID |
The Matter Display Number of the Bill's Matter in Clio |
05 | INVOICE_TOTAL |
The Invoice Total of the Bill after any Discounts, Credit Notes and/or Taxes applied
|
06 | BILLING_START_DATE |
The starting date for the billing period:
|
07 | BILLING_END_DATE |
The ending date for the billing period:
|
08 | INVOICE_DESCRIPTION |
The Clio Matter Description of the Bill's Matter |
09 | LINE_ITEM_NUMBER |
The number of the line item on the Bill ordered from the oldest to newest |
10 | EXP/FEE/INV_ADJ_TYPE |
The type of line item for each item on the Bill. This will be populated with either E(xpense), F(ee), IF(Invoice-level adjustment on Fees) or IE(Invoice-level adjustment on Expenses).
|
11 | LINE_ITEM_NUMBER_OF_UNITS |
The Quantity field of the Bill's Line Item |
12 | LINE_ITEM_ADJUSTMENT_AMOUNT |
The Line Item Discount amount:
|
13 | LINE_ITEM_TOTAL |
The Total of the Line Item: LINE_ITEM_UNIT_COST x LINE_ITEM_NUMBER_OF_UNITS + LINE_ITEM_ADJUSTMENT_AMOUNT = LINE_ITEM_TOTAL |
14 |
LINE_ITEM_DATE |
The Date of the Bill's Line Item. |
15 | LINE_ITEM_TASK_CODE |
The UTBMS Task Code of the Bill's Line Item. If nothing is selected, it will appear as L120 ("Analysis/strategy") |
16 | LINE_ITEM_EXPENSE_CODE |
The UTBMS Expense Code of the Bill's Line Item. If nothing is selected, it will appear as E124 ("other") |
17 | LINE_ITEM_ACTIVITY_CODE |
The UTBMS Activity Code of the Bill's Line ITem. If nothing is selected, it will appears as A111 ( "other") |
18 | TIMEKEEPER_ID |
The User's Initials from the Bill's Line Item To change a User's Initials, see here |
19 | LINE_ITEM_DESCRIPTION |
The Activity Category and Description from the Bill's Line Item This appears as "Activity Category: Description" |
20 | LAW_FIRM_ID |
The "LEDES Law Firm ID, Tax ID or GST Number" in your Clio Account To change this number, see here |
21 | LINE_ITEM_UNIT_COST |
The Rate from a Service, or the Amount from an Expense on the Bill's Line Item |
22 | TIMEKEEPER_NAME |
The full name of the Line Item's User in Clio |
23 | TIMEKEEPER_CLASSIFICATION |
The Job Title of the Line Item's User in Clio To configure your firm's Job Titles see here Standard classifications include:
For a full list of classifications, see here |
24 | CLIENT_MATTER_ID |
The Client Reference Number of the Bill's Matter in Clio
|