eCounsel to LEDES Mapping
The following table shows each field in the eCounsel Invoices module and how it correlates to the LEDES invoice file:
|
eCounsel Field |
LEDES 1998B/1998BI |
LEDES 2000 |
Comment |
|
Invoices Base Info Tab |
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|
Vendor |
LAW_FIRM_ID |
<lf_tax_id> |
LEDES; must correspond to Entity.FederalNumber (Tax ID) of vendor |
|
lf_id |
LEDES; must correspond to Entity Number of vendor; used only if eCounsel finds more than one entity record with the same Tax ID number in eCounsel |
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|
Remit to |
Not in LEDES file |
Not in LEDES file |
N/A |
|
Purchase Order # |
Not in LEDES file (1998B); PO_NUMBER (1998BI) |
Not in LEDES file |
For LEDES 1998BI, one purchase order number per invoice requires one matter per invoice |
|
Transaction # |
INVOICE_NUMBER |
<inv_id> |
LEDES |
|
Invoice # |
INVOICE_NUMBER |
<inv_id> |
LEDES |
|
Date |
INVOICE_DATE |
<inv_date> |
LEDES |
|
Service Start |
BILLING_START_DATE |
<inv_start_date> |
LEDES |
|
Service End |
BILLING_END_DATE |
<inv_end_date> |
LEDES |
|
Received |
Not in LEDES file |
Not in LEDES file |
Date of import |
|
Hold Date |
Not in LEDES file |
Not in LEDES file |
N/A |
|
Payment Date |
Not in LEDES file |
Not in LEDES file |
N/A |
|
Payment Amount |
Not in LEDES file |
Not in LEDES file |
N/A |
|
Payment Method |
Not in LEDES file |
Not in LEDES file |
N/A |
|
Check Number |
Not in LEDES file |
Not in LEDES file |
N/A |
|
Currency |
Not in LEDES file (1998B); INVOICE_CURRENCY (1998BI) |
<inv_currency> |
LEDES 1998B does not support foreign currency, so the currency will default to the base currency set in Suite Manager; for LEDES 1998BI and 2000, if the file contains the currency code, the import program will search for the correct eCounsel currency code; otherwise, the currency will default to the base currency |
|
Conversion Rate |
Not in LEDES file |
Not in LEDES file |
Set to “0” on import |
|
Total Billed |
Not imported |
Not imported |
Calculated based on sum of Total Billed for each matter |
|
Total Discounts Billed |
Not in LEDES file |
Not in LEDES file |
Calculated based on sum of Total Discounts Billed for each matter |
|
Total Adjustments Billed |
Not in LEDES file |
Not in LEDES file |
N/A |
|
Adjusted Pre-tax Billed |
Not in LEDES file (1998B); INVOICE_NET_TOTAL (1998BI) |
<inv_total_net_due> |
For LEDES 1998B, calculated based on sum of Adjusted Pre-tax Billed for each matter |
|
Total Tax Billed |
Not in LEDES file |
Not in LEDES file |
For LEDES 1998BI and 2000, calculated based on sum of Total Tax Billed for each matter |
|
eCounsel Field |
LEDES 1998B/1998BI |
LEDES 2000 |
Comment |
|
Adjusted Billed |
Not in LEDES file |
Not in LEDES file |
Calculated based on sum of Adjusted Billed for each matter |
|
Adjusted Base |
Not in LEDES file |
Not in LEDES file |
Calculated when conversion rate is entered |
|
Internal |
Not in LEDES file |
Not in LEDES file |
N/A |
|
Status |
Not in LEDES file |
Not in LEDES file |
Set to “Imported” by the import process |
|
Comments |
INVOICE_DESCRIPTION |
<inv_desc> |
LEDES |
|
Matter Tab |
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|
Matter |
CLIENT_MATTER_ID |
<cl_matter_id> |
LEDES; must correspond to matter number (preferably where vendor is a player); vendor is not required to be a player for matter number to validate; only checks if matter number exists in eCounsel |
|
Currency |
Not in LEDES file |
Not in LEDES file |
N/A |
|
Total Billed |
Not in LEDES file |
Not in LEDES file |
Calculated based on sum of Total Billed for each line item |
|
Total Discounts Billed |
Not in LEDES file |
Not in LEDES file |
Calculated based on sum of Total Discounts Billed for each line item |
|
Total Adjustments Billed |
Not in LEDES file |
Not in LEDES file |
Calculated based on sum of Total Adjustments Billed for each line item |
|
Adjusted Pre-tax Billed |
Not in LEDES file |
Not in LEDES file |
Calculated based on sum of Adjusted Pre-tax Billed for each line item |
|
Total Tax Billed |
Not in LEDES file |
Not in LEDES file |
For LEDES 1998BI and 2000, calculated based on sum of Total Tax Fees and Total Tax Expenses for each matter tax line item |
|
Adjusted Billed |
Not in LEDES file |
Not in LEDES file |
Calculated based on Adjusted Pre-Tax Billed minus Total Tax Billed for the matter |
|
Adjusted Base |
Not in LEDES file |
Not in LEDES file |
Calculated based on the product of Adjusted Billed and Conversion Rate (on Base Info) |
|
Invoice Detail |
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|
Professional |
TIMEKEEPER_ID |
<tk_id> |
LEDES; must be an employee of the vendor in eCounsel |
|
Vendor |
Not in LEDES file |
Not in LEDES file |
Derived from Invoices Base Info vendor |
|
Line Item Date |
LINE_ITEM_DATE |
<charge_date> |
LEDES |
|
Cost Type |
EXP/FEE/INV_ADJ_TYPE (F, E, IF, or IE) |
LEDES |
|
|
Phase |
Not in LEDES file |
Not in LEDES file |
Derived from LINE_ITEM_TASK_CODE or <acca_task>, respectively |
|
Task |
LINE_ITEM_TASK_CODE |
<acca_task> |
LEDES; requires Phases/Tasks be setup properly |
|
Activity Type |
LINE_ITEM_ACTIVITY_ CODE |
<acca_activity> |
LEDES |
|
Expense Type |
LINE_ITEM_EXPENSE_ CODE |
<acca_expense> |
LEDES |
|
Hours/Units |
LINE_ITEM_NUMBER_OF_ UNITS |
<units> |
LEDES |
|
Rate |
LINE_ITEM_UNIT_COST |
<rate> |
LEDES |
|
eCounsel Field |
LEDES 1998B/1998BI |
LEDES 2000 |
Comment |
|
Adjustment Type |
Not in LEDES file |
Not in LEDES file |
N/A |
|
Adjustment Date |
Not in LEDES file |
Not in LEDES file |
N/A |
|
Total Billed |
Not in LEDES file |
<base_amount> |
For LEDES 1998B and 1998BI, calculated based on Hours/Units times Rate in billed currency |
|
Total Adjustments Billed |
Not in LEDES file |
Not in LEDES file |
N/A |
|
Total Discounts Billed |
LINE_ITEM_ADJUSTMENT _AMOUNT |
<discount_amount> |
LEDES |
|
Adjusted Pre-tax Billed |
LINE_ITEM_TOTAL |
<total_amount> |
LEDES |
|
Adjusted Base |
Not in LEDES file |
Not in LEDES file |
Calculated from the product of Adjusted Pre- tax Billed and Conversion Rate (on Base Info) |
|
Taxable |
Not in LEDES file |
Not in LEDES file |
N/A |
|
Comments |
LINE_ITEM_DESCRIPTION |
<charge_desc> |
LEDES |
|
Matter Tax Detail (does not apply for LEDES 1998B) |
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|
Vendor Tax ID |
Not in LEDES file |
Not in LEDES file |
If LINE_ITEM_TAX_TOTAL is not NULL or <tax_on_charge> is not NULL and not equal to 0.00, then create an InvoiceDetailTaxable record for the line item and set Vendor Tax ID with value from LAW_FIRM_ID or <f_tax_id> |
|
Tax Type |
LINE_ITEM_TAX_TYPE |
Not in LEDES file |
LEDES |
|
Tax Rate |
LINE_ITEM_TAX_RATE |
<tax_rate> |
For LEDES 1998BI, one record is created for each row where LawFirm_ID, Line_Item_Tax_Rate, and Line_Item_Tax_Type are the same; for LEDES 2000, one record is created for each unique <tax_rate> value for fees and expenses |
|
Tax Country |
Not in LEDES file |
Not in LEDES file |
N/A |
|
Tax Locality |
Not in LEDES file |
Not in LEDES file |
N/A |
|
Taxable Billed Fees |
LINE_ITEM_TOTAL |
<total_amount> |
Calculated based on the sum of all fees in the LEDES file |
|
Total Tax Fees |
LINE_ITEM_TAX_TOTAL |
<tax_on_charge> |
Calculated based on the sum of taxes on all fees in the LEDES file |
|
Taxable Billed Expenses |
LINE_ITEM_TOTAL |
<total_amount> |
Calculated based on the sum of all expenses in the LEDES file |
|
Total Tax Expenses |
LINE_ITEM_TAX_TOTAL |
<tax_on_charge> |
Calculated based on the sum of taxes on all expenses in the LEDES file |