HotDocs Variables for eCounsel Document Assembly Table 5-6
HotDocs Variables for eCounsel Document Assembly Table 5
|
Variable Name |
Description |
Module/Tab/Field |
Table/Field |
|---|---|---|---|
|
inv_baseinfo_ourinvoicenumber |
Another identifier for the invoice. |
Invoices/Base Info/Transaction # |
Invoice/OurInvoiceNumber |
|
inv_baseinfo_paymentamount |
The amount in the base currency that was paid to the vendor for the invoice. |
Invoices/Base Info/Payment Amount |
Invoice/PaymentAmount |
|
inv_baseinfo_paymentdate |
The date a payment was made on the invoice. |
Invoices/Base Info/Payment Date |
Invoice/PaymentDate |
|
inv_baseinfo_paymentdate_datetype |
The date (formatted as YYYY/MM/DD by default) that a payment was made on the invoice. |
Invoices/Base Info/Payment Date |
Invoice/PaymentDate |
|
inv_baseinfo_paymentmethod |
The method used to make a payment on the invoice. |
Invoices/Base Info/Payment Method |
Invoice/PaymentMethod_CD |
|
inv_baseinfo_posteddate |
The date the invoice was posted after payment. |
Invoices/Base Info/Posted Date |
Invoice/PostedDate |
|
inv_baseinfo_posteddate_datetype |
The date (formatted as YYYY/MM/DD by default) that the invoice was posted after payment. |
Invoices/Base Info/Posted Date |
Invoice/PostedDate |
|
inv_baseinfo_purchaseordernumber |
The identifier for a purchase order that relates to the invoice. |
Invoices/Base Info/Purchase Order # |
Invoice/PurchaseOrderNumber |
|
inv_baseinfo_receiveddate |
The date the invoice was received by the entity. |
Invoices/Base Info/Received |
Invoice/ReceivedDate |
|
inv_baseinfo_receiveddate_datetype |
The date (formatted as YYYY/MM/DD by default) that the invoice was received by the entity. |
Invoices/Base Info/Received |
Invoice/ReceivedDate |
|
inv_baseinfo_serviceenddate |
The starting date for which the invoice encompasses charges. |
Invoices/Base Info/Service End |
Invoice/ServiceEndDate |
|
inv_baseinfo_serviceenddate_datetype |
The starting date (formatted as YYYY/MM/DD by default) for which the invoice encompasses charges. |
Invoices/Base Info/Service End |
Invoice/ServiceEndDate |
|
inv_baseinfo_servicestartdate |
The ending date for which the invoice encompasses charges. |
Invoices/Base Info/Service Start |
Invoice/ServiceStartDate |
|
inv_baseinfo_servicestartdate_datetype |
The ending date (formatted as YYYY/MM/DD by default) for which the invoice encompasses charges. |
Invoices/Base Info/Service Start |
Invoice/ServiceStartDate |
|
inv_baseinfo_status |
A classification (such as In Process) for the progress of the invoice. |
Invoices/Base Info/Status |
Invoice/InvoiceStatus_CD |
|
inv_baseinfo_vendor |
The entity billing through the invoice. |
Invoices/Base Info/Vendor |
Entity/Name |
|
inv_document_comments |
Any comments entered concerning the document for an invoice. |
Invoices/Documents/Comments |
Document/Comments_ID |
|
inv_document_date |
The date selected for a document for an invoice. |
Invoices/Documents/Document Date |
Document/DocumentDate |
|
inv_document_date_datetype |
The date (formatted as YYYY/MM/DD by default) selected for a document for an invoice. |
Invoices/Documents/Document Date |
Document/DocumentDate |
|
inv_document_description |
The description of a document for an invoice. |
Invoices/Documents/Description |
Document/Description |
|
inv_document_type |
Type type of document record for an invoice. |
Invoices/Documents/Document Type |
Document/DocumentType_CD |
|
inv_ecuserfields_comments |
The value of a user field if it is a data type of Comments. |
Dependent on configuration |
UserField/Comments_ID |
|
inv_ecuserfields_description |
Any description (such as Comment Field or Lookup Field) entered for a user field in the Invoices module. |
Dependent on configuration |
UserField/Description |
|
inv_ecuserfields_multiselect |
If a user field is a multi-select field, the value selected. |
Dependent on configuration |
UserField/UserFieldProfile_ID |
|
inv_ecuserfields_selectentity |
If a user field is a Select – Entity field, the entity selected. |
Dependent on configuration |
UserField/EntityField_EID |
|
inv_ecuserfields_selectmatter |
If a user field is a Select – Matter field, the matter selected. |
Dependent on configuration |
UserField/MatterField_ID |
|
inv_ecuserfields_selectperson |
If a user field is a Select – Person field, the person selected. |
Dependent on configuration |
UserField/EntityField_EID |
|
inv_ecuserfields_tabid |
The identifier of the tab in the Invoices module for which you want to retrieve user fields. |
Dependent on configuration |
UserField/Tab_ID |
|
inv_ecuserfields_userfieldprofileid |
The identifier of the user field in the Invoices module for which you want to retrieve user field values. |
Dependent on configuration |
UserField/UserFieldProfile_ID |
|
inv_ecuserfields_userfieldvalue |
The value entered for a user field in the Invoices module. |
Dependent on configuration |
UserField/UserFieldValue |
|
inv_matter_adjustmentamount |
The total of all adjustments made to line items for the matter on the invoice and any invoice-level discount apportioned to the matter. |
Invoices/Matter/Adjustment Amount |
MatterInvoice/AdjustmentAmount |
HotDocs Variables for eCounsel Document Assembly Table 6
|
Variable Name |
Description |
Module/Tab/Field |
Table/Field |
|---|---|---|---|
|
inv_matter_adjustmentdate |
The most recent date an adjustment (whether on a line item or invoice-level discount) was made for a matter. |
N/A (Internal field) |
MatterInvoice/AdjustmentDate |
|
inv_matter_adjustmentdate_datetype |
The most recent date (formatted as YYYY/MM/DD by default) that an adjustment (whether on a line item or invoice-level discount) was made for a matter. |
N/A (Internal field) |
MatterInvoice/AdjustmentDate |
|
inv_matter_approveddate |
The date an invoice was approved. |
Invoices/Matter/Invoice Approval/Approved Date |
MatterInvoice/ApprovedDate |
|
inv_matter_approveddate_datetype |
The date (formatted as YYYY/MM/DD by default) that an invoice was approved. |
Invoices/Matter/Invoice Approval/Approved Date |
MatterInvoice/ApprovedDate |
|
inv_matter_changeby |
The user identifier for the user who last changed the record. This information is internal to eCounsel. |
N/A (Internal field) |
MatterInvoice/ChangeBy |
|
inv_matter_currency |
The type of currency in which the invoice was billed. |
Invoices/Matter/Currency |
Invoice/Currency_CD |
|
inv_matter_lastchange |
The date/time the record was last modified. This information is internal to eCounsel. |
N/A (Internal field) |
MatterInvoice/LastChange |
|
inv_matter_lastchange_datetype |
The date (formatted as YYYY/MM/DD by default) and time the record was last modified. This information is internal to eCounsel. |
N/A (Internal field) |
MatterInvoice/LastChange |
|
inv_matter_matterinvoiceamount |
The total amount of charges for the matter on an invoice after adjustments and discounts. |
Invoices/Matter/Matter Invoice Amount |
MatterInvoice/MatterInvoiceAmount |
|
inv_matter_mattername |
The name of the matter for which the invoice contains charges. |
Invoices/Matter/Matter Name |
Matter/MatterName |
|
inv_matter_matternumber |
The number of the matter for which the invoice contains charges. |
Invoices/Matter/Matter Number |
MatterInvoice/MatterNumber_ID |
|
inv_matter_originalamount |
The base amount of the charges for the matter on an invoice before adjustments and discounts. |
Invoices/Matter/Original Amount |
MatterInvoice/OriginalAmount |
|
mat_accrual_amountbase |
The amount being submitted in the base currency. |
Matters/Accruals/Unbilled Amount Base Currency |
MatterAccrual.AccrualAmountBase |
|
mat_accrual_amountbilled |
The amount being submitted for the matter as unbilled for the specified accounting period. |
Matters/Accruals/Unbilled Amount Billed Currency |
MatterAccrual.AccrualAmountBilled |
|
mat_accrual_billingentity |
The identifier for the law firm/vendor submitting the unbilled amount for the specified time period. |
Matters/Accruals/Vendor |
MatterAccrual.BillingEntity_EID |
|
mat_accrual_conversionrate |
The rate used to convert the amount of the unbilled amount to the currency type of the company. |
Matters/Accruals/Conversion Rate |
MatterAccrual.ConversionRate |
|
mat_accrual_currency |
The type (such as US Dollars) of currency at which the unbilled amount is being provided if the unbilled amount is in a currency other than the base currency for your company. |
Matters/Accruals/Currency Type |
MatterAccrual.Currency_CD |
|
mat_accrual_ecuserfields_comments |
The value of a user field on the Accruals tab if it is a data type of Comments. |
Dependent on configuration |
UserField/Comments_ID |
|
mat_accrual_ecuserfields_description |
Any description (such as Comment Field or Lookup Field) entered for a user field on the Accruals tab . |
Dependent on configuration |
UserField/Description |
|
mat_accrual_ecuserfields_multiselect |
If a user field on the Accruals tab is a multi-select field, the value selected. |
Dependent on configuration |
UserField/UserFieldProfile_ID |
|
mat_accrual_ecuserfields_selectentity |
If a user field on the Accruals tab is a Select – Entity field, the entity selected. |
Dependent on configuration |
UserField/EntityField_EID |
|
mat_accrual_ecuserfields_selectmatter |
If a user field on the Accruals tab is a Select – Matter field, the matter selected. |
Dependent on configuration |
UserField/MatterField_ID |
|
mat_accrual_ecuserfields_selectperson |
If a user field on the Accruals tab is a Select – Person field, the person selected. |
Dependent on configuration |
UserField/EntityField_EID |