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How do I upload LEDES files with non-US taxes at the line item level?

In order to upload a LEDES file with non-U.S. taxes at the line item level, you need to create a Detailed invoice.

  1. Under the Finance tab on the top navigation bar, select Invoice Management, then click Add New Detailed Invoice in the sidebar.
  2. Follow the basic instructions for adding an invoice found here.

  1. Review the currency information. The currency field defaults to the law firm’s currency, at the current exchange rate.
    1. If desired, select a different currency from the drop-down menu and enter the conversion rate in the "Use Rate of" field. Check the Do NOT Convert box if you want to skip currency conversion.
  2. Enter Optional Text, Electronic File Type, and LEDES File Name in the designated fields.
  3. Click Continue.

Enter the Line Items

  1. Select the employee who performed the work from the "Work By" drop-down menu.
  2. Enter the date the task was performed.
  3. Choose the LEDES Code and Activity Code from the drop-down menus.
  4. Enter the number of Hours (i.e. 1, 1.25, 1.5, 1.75) or Items (for an expense/disbursement) and the Hr. Rate/Cost ea. and Adjustment.
    1. If you are unsure of the rate, click the View Rate Card hyperlink in the bottom right corner.
      The employee or firm rate information displays.

The currency conversion of your selected country appears under the line item text fields.

  1. Click Continue. You can add another line item by selecting the Add Another Line Item hyperlink.
    1. If you are on the Add Line Item page again and you wish to review the invoice details before adding another line item, click the Go To Review Page hyperlink.
  2. When you have finished adding your line items, click Continue to review the invoice details.

Additional Options

  • —Remove the line item
  • —Edit the line item
  • Add Another Line Item—Add another charge without deleting the existing line items
  • Add Another Matter—Add the same invoice to another matter record

If the invoice totals don’t fall within the approved budget for the firm or vendor, and the flag feature is turned on, there is an indicator notifying that the invoice has Failed. You may then click  to delete line items, if desired.

When the addition of the invoice falls within the fiscal year budget, the indicator changes to Pass.

For information on charge backs, refer to the Adjusting Division/Department Chargebacks instructions.

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