eBilling Setup on Legal eXchange

The following steps must be completed on Legal eXchange to successfully submit invoices through eBillingHub. The client may impose additional requirements.

1. The eBilling Vendor connectivity for Legal eXchange must be correctly set up with a valid password. For more information, see Configure eBilling Vendor Connectivity.
2. If a firm has more than one office location in Legal eXchange, the Law Firm location codes must be set. For more information, see Set Law Firm Locations for Legal eXchange.
3. The clients to be billed in Legal eXchange must be set up and accessible by the eBillingHub user.
4. For each client, the Matter must be reconciled and the Reconcile Matter ID should match the matter ID in the Firm's system.
5. For each client, the Firm Info, Client IDs must be set that match the client ID in the firm's system.
6. For each client, the Firm Info, Email Listing must be set for the eBillingHub user. For more information, see Set Email Listing on Legal eXchange.
7. All timekeepers on the invoice must be active timekeepers, and the timekeeper ID must match the timekeeper ID in the firm's system.
8. A budget must be entered and approved for the matter.

Set Email Listing on Legal eXchange

The email listing must be set so that eBillingHub receives emails. This must be done for each law firm location and client when the new eBillingHub user is created. If a new client or law firm location is added, the email listing will need to be set for any users, including the eBillingHub user that should receive emails for that client's invoices.

To set an email listing:

1. Click the Firm Info tab and click the Email Listing link.

2. Click the New Invoice link. The Email Notification Detail window displays.

3. Click eBillingHub user from the Available Users box and click on the arrows pointing to the right. The eBillingHub User is added to the Assigned Users box.
4. Click Save. eBillingHub will now receive email alerts when new invoices are created in Bottomline.
5. Click the Email Listing link and click Vendor Invoice Note.
6. Follow the same procedure listed above so that eBillingHub will receive email notifications when Bottomline sends an invoice alert.

Set Law Firm Locations for Legal eXchange

If your law firm has multiple locations, eBillingHub support will need to set up these locations before submitting to Bottomline. Contact eBillingHub Support with a list of location codes and corresponding descriptions, and indicate the default location. The location codes normally correspond to the codes that appear in Legal eXchange in the Law Firm Select drop-down list. For example, if you see "New Office A - AAA123" in the drop-down list, you would use AAA123 as the code for that location.

Once these codes are set up, they will be listed at the bottom of the screen. If you are billing a location other than the default, you will need to populate a user defined field (UDF) with the location code from this page that corresponds to that location. Use Map Client Extended Fields to map the LawFirmLocationId to this user defined field.