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Financial setup

Add Keywords

Keywords in line item narratives provide cues to invoice reviewers that fee or expense adjustments may be needed, and can provide information about the reason for the adjustment. Companies can create keywords, associate them with fee and expense line item adjustment reasons, see keywords in line item narratives, and see lifetime keyword statistics
Required role | Company system administrator can add or manage keywords.
  • Keywords are for fee and expense adjustments only, not invoice adjustments.
  • Invoice reviewers see keywords highlighted in line item narratives if the keywords are associated with line item adjustment reasons.
  • Line item adjustment reasons that are associated with keywords are indicated by an asterisk in the line item adjustment reasons drop-down list as suggested reasons.
  • Keywords are not highlighted in narratives for invoices that have already been posted.
Keywords must be added by a Company System Administrator before they can be associated with adjustment reasons. To see keywords that have already been added, click
View Keywords List.
  1. Select
    Settings
    in the left navigation.
  2. In the
    eBilling & Financial Setup
     section, select
    Invoice Rejection and Adjustment Reasons & Audits/Guidelines
    .
  3. Select
    LEDES Line Item Adjustment Reasons
    .
  4. Select
    View Keywords List.
  5. On the toolbar, select
    New Value
    . A blank field appears at the top of the keywords list.
  6. Type the new keyword in the blank field. Keywords may not contain punctuation marks or other special characters.
  7. In the
    Actions
    column, select
    Update
    .

Edit a keyword

  1. Select
    Settings
    in the left navigation.
  2. In the
    eBilling & Financial Setup
     section, select
    Invoice Rejection and Adjustment Reasons & Audits/Guidelines
    .
  3. Select
    LEDES Line Item Adjustment Reasons
    .
  4. In the list of keywords, select
    Edit
    next to the keyword you want to edit. Make any changes to the keyword as necessary.
  5. Click
    Update
    .

Delete a Keyword

  1. Select
    Settings
    in the left navigation.
  2. In the
    eBilling & Financial Setup
     section, select
    Invoice Rejection and Adjustment Reasons & Audits/Guidelines
    .
  3. Select
    LEDES Line Item Adjustment Reasons
    .
  4. In the list of keywords, select
    Edit
    next to the keyword you want to delete.
  5. To the far left, under the
    Active
    column, clear the checkbox next to the keyword. " "
  6. Click
    Update
    .

This article applies to:

  • Product: Legal Tracker
  • Audiences: Company