Overview:
You can import law firm invoices for review and approval.
The imported invoice is assigned a signature authority flow based on its properties.

Steps:

Prepare LEDES File:
LEDES files are a standard format to communicate billing information.  AppColl and other billing systems should allow exporting of your invoices in LEDES format.  Currently, we only support the LEDES 1998B and LEDES 1998BI formats for LEDES importing.

Ensure the LEDES file is in the correct format.  Attempting to import the LEDES file using the blue arrow will display any errors or warnings.

Import Invoices

1. Go to Finances > Actuals Invoices. 

2. Click the Import button to import the billing actuals LEDES file into the Finances module. 

3. Click the Choose File button to select your LEDES file for upload.
4. With the file selected, click the Import button. 

5. The system will validate the LEDES file and populate the table with any errors. Each error will display the line and description of the error. You must fix all errors before the data can be imported into AppColl. Some common errors may be: 

• The matter does not exist in the system.
• The timekeeper does not exist in the system.
• The law firm must have the TaxID field populated in the AppColl Contacts module.

6. Review the information on the confirmation. If you wish to immediately open the invoice, click the Open invoice link.
7. To go back to the Actuals Invoices page and review the invoice there, click Close. 

Confirm Assignment:
The system assigns invoices to a Signature Authority flow according to rules set in the Signature Authorities page.