Trackops offers the capability of exporting your invoices into LEDES1998B format, for integration into certain vendor payment systems. To enable LEDES exports in your system, first click Settings, and then Addons & Integrations. From here, choose the LEDES export that you would like to enable. If you're unsure, check with your client to see which format they prefer.
LEDES 1998B Export (Text)
Click on the LEDES 1998B Export.
- Enabled: "Yes" to enabled this feature, "No" to disable this feature.
- Timekeeper Preference: Determines which user is credited/responsible for the invoice.
- Firm ID: The name of the company you wish to appear in your export files. Leave this blank to use the name that appears on your system.
- Formatted Invoice Numbers: When enabled, the system will include invoice numbers with formatting (e.g. INV-12345). When disabled, the system will simply use the invoice number itself (e.g. 12345).
Once you have enabled and configured your LEDES 1998B settings, save the form.
LEDES 2.0 Export (XML)
Click on the Ledes 2.0 Export.
- Enabled: "Yes" to enabled this feature, "No" to disable this feature.
- Timekeeper Preference: Determines which user is credited/responsible for the invoice.
- Vendor ID: The unique identifier that your client uses to differentiate you from other vendors. Typically your FEIN or other form of tax ID is used for this purpose.
- Firm ID: The name of the company you wish to appear in your export files. Leave this blank to use the name that appears on your system.
- Formatted Invoice Numbers: When enabled, the system will include invoice numbers with formatting (e.g. INV-12345). When disabled, the system will simply use the invoice number itself (e.g. 12345).
Now that the LEDES export is enabled, click the Invoices tab, and then Invoice List. Next, filter your invoice list with the parameters you want to export.
Tip: Use the Advanced search options (right side of the search form) to filter the list by a date range, or other specific criteria.
Once the list is filtered how you want it, click the Export button and then select LEDES 1998B or LEDES 2.0 from the list.
Once you've initiated the export, your browser downloads a LEDES compatible import file that you can use to import in 3rd party software.
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