How do I manually Convert a LEDES 1998B bill to a LEDES 1998BI format?
Objective:
- Does Clio support LEDES 1998BI format?
Environment:
Additional Information:
n/a
Answer:
Clio does not currently Support LEDES 1998BI format. However, users may be able to manually convert LEDES 1998B bills to BI format by following these steps:
- Download the bill in LEDES 1998B format (see here for steps)
- Change the header of a LEDES 1998B file to “LEDES98BI V2[]”
- Open the file in Microsoft Excel
- Add the Following Columns to the Bill and fill them out (as necessary):
- PO_NUMBER
- CLIENT_TAX_ID
- MATTER_NAME
- INVOICE_TAX_TOTAL
- INVOICE_NET_TOTAL
- INVOICE_CURRENCY
- TIMEKEEPER_LAST_NAME
- TIMEKEEPER_FIRST_NAME
- ACCOUNT_TYPE
- LAW_FIRM_NAME
- LAW_FIRM_ADDRESS_1
- LAW_FIRM_ADDRESS_2
- LAW_FIRM_CITY
- LAW_FIRM_STATEorREGION
- LAW_FIRM_POSTCODE
- LAW_FIRM_COUNTRY
- CLIENT_NAME
- CLIENT_ADDRESS_1
- CLIENT_ADDRESS_2
- CLIENT_CITY
- CLIENT_STATEorREGION
- CLIENT_POSTCODE
- CLIENT_COUNTRY
- LINE_ITEM_TAX_RATE
- LINE_ITEM_TAX_TOTAL
- LINE_ITEM_TAX_TYPE
- INVOICE_REPORTED_TAX_TOTAL
- INVOICE_TAX_CURRENCY
|
