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LEDES billing - flat fee items - manual .txt editing required - workaround???

  • 23 May 2023
  • 1 reply
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J

We use LEDES billing and some entries are billed on flat-fee basis. We’ve set up activities that put the correct info into the item and correct fixed amount.

But, we have to manually edit each LEDES text file that has a flat-fee billing entry - without doing so, it gets rejected by the software (which is the Wolters kluwer collaboration portal, the website where we upload the txt files for processing and payment by our client). 

Anyone have a workaround?? 

Sure would be nice if SB corrected this so that a “fixed” time entry would code properly for LEDES billing...

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Best answer by Sara Sultan 24 May 2023, 22:28

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Sara Sultan
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Hello John,

Fixed Fees are a bit tricky in LEDES because different clearing houses and clients want them prepared differently.  Even the LEDES standards are not clear on how they really should appear.  Here is the Example they give.  On this example the only fixed fee item is a monthly retainer fee mixed in with other time and expense entries.  That line item is different from other some other client requests we've had on how their clients want them to show to be able submit it.  

If you can please submit a feature suggestion here explaining what format your client wants to see fixed fees, that would be super helpful.

Sara Sultan (she/her)

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