Map Clients

The Map Clients window is where users map clients in the Time and Billing system to an eBillingHub client. This mapping determines the format of the invoice, the data validations performed on the invoice and the destination of the invoice.

Note: If a client requires attachments to be sent with the invoice, or invoices must be submitted to specific recipients, or invoices must be in a format other than a LEDES format, see Enable Attachments/Specify Recipients.

To open the client mapping:

1. Open the Client Setups tab.
2. Click the Map Clients link. The Clients in your Time & Billing System window displays.

3. Search for the client in your Time & Billing system that you want to set up by doing one of the following:

• In the Search locally by Client Name field, type all or part of the client name.
• In the Search locally by Client Number field, type the entire client number.

The search results display below the search controls and include the local client number, local client name, and the currently mapped eBillingHub client.

4. Find the appropriate matching client within the eBillingHub client library. The search results display below the search controls and include the client name and whether the client requires additional information that is not a standard part of your Time & Billing system.

• Click for additional information about the client and vendor. The Client Information window displays.

5. Do one of the following:

• Select a local client from the table on the left and click the appropriate eBillingHub client on the table on the right to add a new association or to change an existing one.
• Click to remove an association.

6. Click Save.