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Add and manage LEDES invoice adjustment reasons

Invoice reviewers can make various adjustments to LEDES invoices during the review process. When invoice reviewers make fee and expense adjustments, they must select an adjustment reason. When rejecting invoices or adjusting fees, expenses, or line items, invoice reviewers must specify reason. The reasons you define on this page will be available to invoice reviewers on the invoice review page.
To add or manage invoice rejection or adjustment reasons:
Add an Invoice Rejection Reason
Add Fee Adjustment Reasons
Add Expense Adjustment Reasons
Add line item adjustment reasons
Associate an adjustment reason with keywords
Keywords must be added by a Company System Administrator before you can associate them with adjustment reasons. Click View Keywords List to see available keywords.
Only keywords that are associated with adjustment reasons will be highlighted in line item narratives. Adjustment reasons that are associated with the highlighted keywords will display an asterisk in the
Adjustment reason
 drop-down list.
  1. Select
    Settings
    in the left navigation.
  2. Under
    eBilling & Financial Setup
    , click
    Invoice rejection & adjustment reasons, audits & guidelines.
  3. Click
    LEDES Line Item Adjustment Reasons
    .
  4. Next to the adjustment reason you want to associate with keywords click
    Keywords
    .
  5. Find the keywords that you want to associate with the adjustment reason.
    1. Scroll the list to locate a keyword.
    2. Use the
      Status
      filter to show only active or inactive keywords.
    3. Use the
      Keyword
      filter to find a keyword using search strings.
  6. Check the box by each keyword you want to associate with the selected adjustment reason. To remove a keyword that you selected, clear the box in the
    Selected Items
    list.
  7. Click
    Save
    .

Associate a keyword with adjustment reasons

This workflow is recommended when you want to associate multiple adjustment reasons with a keyword.

This article applies to:

  • Product: Legal Tracker
  • Audiences: Company