The Clio Cloud Conference is happening October 26-29. Save your spot.

BottomLine Legal-X LEDES Billing Software is Rejecting Tax

Issue:

  • BottomLine Legal-X LEDES Billing Software is Rejecting Tax Isn't Working
  • Why Can't I Upload LEDES Billing Into the BottomLine Legal-X Insurance Company?

Environment:

  • BottomLine Legal X

Additional Information:

  • To Learn How Add or Remove Taxes on All Clio Manage Bills, click here

Cause:

BottomLine Legal-X rejects sales tax for LEDES Billing. You must remove taxes on your Clio generated Bill. 

Resolution:

Remove tax when generating a Clio Bill and upload the LEDES Bill onto BottomLine Legal-X and add the tax manually on BottomLine Legal-X.

 

When generating a Quick Bill, make sure the "Apply tax" checkbox is deselected. 

Screen_Shot_2020-10-06_at_12.08.17_PM.png

When generating a New Bill from the Billlings tab, make sure the "Apply tax" checkbox is deselected.

Screen_Shot_2020-10-06_at_12.11.18_PM.png

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality