Editing Invoices

The eBilling Editor is a versatile tool for editing invoice data within the Billing Wizard and Quick Invoice validation process, enabling you to make corrections to an invoice before submitting it to an eBilling vendor. The eBilling Editor interface actually consists of two integrated editors: the basic Editor and the advanced Editor.

Note: The eBilling Editors only change data within eBillingHub - they do not update the data in your firm's Time and Billing system! Consequently, edited invoice data will be out of sync between the Time and Billing system and eBillingHub.

To access the basic eBilling Editor, clickfor the invoice on the Validation Report screen in the Billing Wizard or Quick Invoice.

To access the Advanced eBilling Editor, click on the basic eBilling Editor window.

Only users with the Administrator or Editor access role can access the eBilling Editors. The eBillingHub Administrator configures user roles. If you need to edit invoice information, ask your Administrator to add this role to your User Profile.

The following table lists the data that can be edited using the Basic and Advanced eBilling Editors.

Editor

Data that can be Edited

Basic

  • Invoice Information:

  • Invoice Number, Invoice Date, Start Date, End Date

  • Firm Matter #, Client Matter #, Firm ID, Client ID

  • Invoice Description

  • Fee Information:

  • Date, Hours, Rate

  • Activity, Task, Timekeeper, Fee Description

  • Add a new fee, delete an existing fee

  • Expense Information:

  • Date, Type, Timekeeper, Expense Code

  • Quantity, Rate, Expense Description

  • Add a new expense, delete an existing expense

  • Matter Adjustments Information:

  • Matter adjustment description

  • Add or delete a fee or expense adjustment

  • Timekeeper Information:

  • Timekeeper title

  • Timekeeper initials

  • Export fee, expense, matter adjustments and timekeeper information to Excel

Advanced

  • Law firm name, tax ID and contact information

  • Currency used for fee and expense data

  • Detailed matter information

  • Detailed tax information

  • Timekeeper fields: ID, Initials, Title, Rate, Last Name, First Name

  • Fee fields: Data, Timekeeper, Type, Hours, Activity, Task, Fee Description

  • Expense fields: Date, Timekeeper, Code, Quantity, Rate, Expense Description

  • Add or delete a fee or expense adjustment

  • Extended fields: any of the extended fields configured for this client

Note: Use the invoicepostfix extended field and type a character to append to the invoice number (i.e., a, -2, etc.,) to avoid duplicate invoice rejections and charges towards your bill band when resubmitting invoices.

  • Adjustments fields: ID, Class, Type, Percent, Amount, Category, Adjustment Description