Matter Identifier | Import reference (formerly referred to as external reference) | 4485b |
| Matter ID | 31 |
| Matter name | John Smith Litigation |
Matter Type | Matter type ID | 6 |
| Matter type name | General Litigation |
Matter Name | Plain text | John Smith |
File Reference | Plain text | 366L |
Date Created | Microsoft Excel-formatted date | 8/30/16, 30/08/2016, etc. |
Date Closed | Microsoft Excel-formatted date | 10/1/17, 01/10/2017, etc. |
Assigned to | Import reference (formerly referred to as external reference) | 12887 |
| Email address | email@example.eml |
| Participant ID | 27 |
| First + Last Name | John Smith |
| Display Name | Smith, John || John Davis Smith - Set in System preferences > Contact name format |
| Timekeepers Initials | JDS |
Step tree node | Node ID | |
| Node path name | |
Status | Status | Active, Inactive, Closed, template |
Priority | Number | 100 |
Import reference | Plain text | 4485b |
Division | Division ID | 1 |
| Participant ID | 27 - ID of participant assigned to the desired division |
| Division name | Law Firm |
Related Matter | Import reference (formerly referred to as external reference) | 4485a |
| Matter ID | 30 |
| Matter name | John Smith Client Contact |
Warning/Banner message | Plain text | This is a banner message! |
Forced billable flag | True or False | TRUE, FALSE |
Billing status | Short text(Active|Closed) | Active, Closed |
| Long text | Active for billing, Closed for billing |
Billing - Bill template | Template ID | |
| Template name | Legal Invoice 2 |
Billing - Print count | Number | 0,1,2 |
Billing - Email bills to | Email addresses | email@example.eml, email2@example.eml*separate multiple addresses by commas |
Billing - General retainer minimum balance | Currency (2 decimal places) | 2500.00 |
Billing - General retainer topup trigger | Currency (2 decimal places) | 1500.00 |
Billing - Trust to pay | Billing - Trust to pay | New Charges, New charges and AR |
Billing - Trust pay automatically flag | True or False | TRUE, FALSE |
Billing - Exclude from mass-billing flag | True or False | TRUE, FALSE |
Billing - Bill only expenses flag | True or False | TRUE, FALSE |
Billing - Arrangement | Billing - Arrangement | Hourly, Fixed fee |
Billing - Quoted amount | Currency (2 decimal places) | 1200.00 |
Billing - Quote is for | Billing - Quote is for | Fees only, Fees and expenses, Expenses only *your system may have a different alias for expenses |
Billing - WIP less than quote behavior | Billing - WIP less than quote behavior | Invoice quoted amount only, Invoice quoted amount plus WIP, Invoice WIP only |
Billing - WIP greater than quote behavior | Billing - WIP greater than quote behavior | Invoice quoted amount only, Invoice quoted amount plus WIP, Invoice WIP only |
Billing - fee reductions are treated as | Billing - fee reductions are treated as | Hide line pricing and show total only, Appear as discount |
Billing - Default time entry behavior | Billing - Default time entry behavior | Bill, Hide, No Charge |
Billing - Discount type | Billing - Discount type | Percentage, Fixed amount |
Billing - Discount percent or amount | Currency (2 decimal places) | 20 |
Billing - UTBMS flag | True or False | TRUE, FALSE |
Billing - UTBMS task category | UTBMS Code | A100 |
| UTBMS Code description | Activities |
Billing - UTBMS file type | UTBMS Code | |
| UTBMS Code description | |
Billing - Originator fee flag | True or False | TRUE, FALSE |
Billing - Originator participant | Import reference | 12887 |
| Email address | email@example.eml |
| Participant ID | 27 |
| First + Last Name | John Smith |
| Display name | Smith, John || John Davis Smith - Set in System preferences > Contact name format |
| Timekeepers initials | JDS |
Billing - Originator fee percent | Number/Decimal (2dp) | 10 |
Billing - Allocate fee adjustments on | Billing - Allocate fee adjustments on | Original fee split, Reposnible lawyer, Selected timekeeper |
Billing - Allocate fee adjustments - specific participant | Import reference | 12887 |
| Email address | email@example.eml |
| Participant ID | 27 |
| First + Last Name | John Smith |
| Display name | Smith, John || John Davis Smith - Set in System preferences > Contact name format |
| Timekeepers initials | JDS |
Billing - Fee allocation method | Billing - Fee allocation method | Pro-rate, Responsible lawyer, Slected timekeeper |
Billing - fee allocation - specific participant | Import reference | 12887 |
| Email address | email@example.eml |
| Participant ID | 27 |
| First + Last Name | John Smith |
| Display name | Smith, John || John Davis Smith - Set in System preferences > Contact name format |
| Timekeepers initials | JDR |
Billing - Sales tax enabled flag | True or False | TRUE, FALSE |
Billing - Sales tax code | Tax code | N-T |
| Tax code name | No Tax |
Billing - Sales tax applies to | Billing - Sales tax applies to | Fees only, Expenses only, Fees and Expenses |
Billing - Email template | Template ID | 4 |
| Template name | Billing Email 1 |
The section below is used to assign participants on a matter the actual name of the column would be Participant - Client or Participant - Attorney. |
|
Participant - * | Import reference | 12887 |
| email address | email@example.eml |
| Participant ID | 27 |
| First + Last Name | John Smith |
| Display name | Smith, John || John Davis Smith - Set in System preferences > Contact name format |
| Timekeepers initials | JDR |
Custom Data - * | Dependent upon field type | |