Skip to main content
Mitratech Success Center

Client Support Center

Need help? Click a product group below to select your application and get access to knowledge articles, webinars, training content, and release notes or to contact our support team.

Authorized users - log in to create a ticket, view tickets status and check your success plan details.


Upload a LEDES Invoice

In this article you will learn how to upload a LEDES Invoice!

Uploading your LEDES file for Firms

From anywhere in the Collaborati application, select the Invoices tab, then select the "Upload Invoices" sub-navigation link.

COLL-Upload Invoice1.jpg

Indicate what type of invoices you are uploading by selecting the appropriate value from the "Invoice Type" drop-down list. The default is Standard invoices. If you want to specify a non-standard invoice type but it doesn't show in the invoice type drop-down, contact your client and report the problem.

COLL-Upload Invoice2.jpg

Make sure the "Bill Office From" and the "Select Office" are correct.  If the fields are not selected, be sure to select the correct information.

COLL-Upload Invoice 4.jpg

Choose the file or Browse for the file.

COLL-Upload Invoice 5.jpg

Click Upload File button

COLL-Upload Invoice 7.jpg


The system will process the file.  The File Status may show as “Processing”.  Once the file has been processed, you will see the File Status, “Ready to Submit” or “File Error”.

Troubleshooting:  If you don’t see the file, make sure the "Select Office" field is showing correctly. Also, make sure you are on Page 1 if there are many pages (on the bottom right side of the screen).

Attach a Document to a LEDES File_4.jpg

Attach Your File

For information about the types of files you can attach to your invoice Click here .

Once the invoice is uploaded, click on the Paperclip icon icon_noAttachments.gif  in the Attachments column (see screen shot).

Attach a Document to a LEDES File_5.jpg

Click "Choose Files" button and find the document you want to upload.

Attach a Document to a LEDES File_6.jpg

Click "Attach File" button to attach your selected file

Attach a Document to a LEDES File_7.jpg

Once you have uploaded your document, click "Close" button.

Attach a Document to a LEDES File_8.jpg

Your Attachment is indicated by a blue Paperclip icon icon_attachments.gif. This invoice is now ready to be submitted to the client.

Attach a Document to a LEDES File_9.jpg

If you need to review the details of the Invoice (such as the Line Items) you can click on the “File Name” and then click on the “Invoice Number”. Click “Submit” to submit your invoices to the client.

If you have already submitted the invoice without the attachments, then please refer to the "Collaborati: Can I make attachments to an invoice that has already been submitted?". If the status of the invoice is Canceled, please go through the steps above, attach your document and resubmit the invoice.



  • Was this article helpful?