LEDES export

Additional feature for exporting LEDES formats

Operating mode

Cloud Suite

On-Premises

Base module

Services & CRM

Additional modules

Budget & Phases

Purchases

Resource Planning

Business Intelligence

Created on: 03.10.2022

Updated: 29.10.2025 | Extension of config set by template E-Billing 2.2.1.

Created on: 03.10.2022

Updated: 29.10.2025 | Extension of config set by template E-Billing 2.2.1.

International law firms are familiar with the problem: e-invoices are the standard, especially in English-speaking countries such as the United States or the United Kingdom. Therefore, law firms usually have to submit their invoices in the so-called LEDES format (e-billing) via a platform. With this additional feature, customer-specific LEDES templates can be created and invoices can be exported in the LEDES format.

You can find the download of the config set here.

Application

The additional feature implements in the root folder Settings the folder LEDES in which custom LEDES templates can be created and settings can be adjusted. The templates LEDES 98B, 98BI and E-Billing 2.2.1 are generated. The main difference is that e-invoices using the template 98B/98BI are exported in plain text format, whereas those using the template E-Billing are exported in XML format.

You can find further information on this topic by clicking on this link.

The procedure for LEDES export is as follows:

On the user under LEDES settings fill in the fields.
In the root folder Settings > LEDES > LEDES templates create a template.
On the case in further information > LEDES Settings assign the appropriate template and fill in the fields.
Create an invoice on the case.
On the invoice, execute export by clicking on actions menu > LEDES

LEDES Settings on the user

On the user and on the further information page, there is the LEDES settings section, in which the following four fields must be filled in:

Timekeeper Classification:

Here, you can select a timekeeper classification code, which serves as staff classification of the user. You can find a complete list of the codes to be used in the LEDES Revised Timekeeper Classifications Reference Document, which is available for download on LEDES.org. This field is referenced in the LEDES template under Selection for user information.

Timekeeper ID:

By default, the internal ID of the user is entered here. This field is referenced in the LEDES template under Selection for user information.

Create LEDES Template

You can create a template in the root folder settings under LEDES.

If the checkboxes on the second page under services or expenses and outlays are checked, fields for entering the codes appear. In the LEDES templates the following fields must be filled in:

Field	LEDES 98B	LEDES 98BI	LEDES E-Billing 2.2.1	More information
Designation	x	x	x
LEDES Format	x	x	x	You can select between LEDES 98B, LEDES 98BI and LEDES E-Billing 2.2.1.
Law Firm	x	x	x
Law Firm ID	x	x	x
Selection for user information	x	x	x	Identification: Here, you can select whether the user’s abbreviation or the Timekeeper ID should be output. `Abbreviation`: Field Abbreviation on the user. `LEDES Timekeeper ID`: Field Timekeeper ID on the user. By default, the Object ID of the user is entered here. The field of the selected option must be filled in. Classification: (Prerequisite: `LEDES Timekeeper ID` has been selected in the identification field. Here, you can select whether the Timekeeper Classification field should output only the 2-digit code, only the description or both.
Selection for address details	x	x	x	Country: Here, you can select whether the ISO-2 code, the ISO-3 code or the (english) name of the country should be output. LEDES Client: Here, you can select whether the client or the invoice address should be output.
Use checkbox UTBMS Codes for services	x	x	x	Standard UTBMS Code: If the check mark is checked, the code will be searched according to the following priority: Field UTBMS Code on the service Field LEDES UTMS code on the service type Field Standard UTMS code of LEDES template Note: The list of all codes can be managed in the root folder Settings > LEDES Settings > UTBMS Codes. If the check mark is unchecked, no code will be entered. Standard Activity Code: If the check mark is checked, the code will be searched according to the following priority: Field Activity Code on the service Field LEDES Activity Code on the service type Field Standard Activity Code on the LEDES template Note: The list of all codes can be managed in the root folder Settings > LEDES Settings > UTBMS Codes. If the check mark is unchecked, no code will be entered.
Use checkbox UTBMS Codes for expenses and purchases	x	x	x	If the check mark is checked, the code will be searched according to the following priority: Field UTBMS code on expenses/outlays Field UTBMS code on expense type Field Standard UTBMS Code under expenses and purchases on the LEDES template Note: The list of all codes can be managed in the root folder Settings > LEDES Settings > UTBMS Codes. If the check mark is unchecked, no code will be entered. Own UTMBS code for fixed-price expenses With the format `LEDES E-Billing 2.2.1`, the field `Standard Fixed Price UTBMS Task Code` is added.

LEDES Settings on the case

On the case, you can now select the appropriate template on the further information page under LEDES Settings and fill in the fields Client ID, Law Firm Matter ID and Client Matter ID:

Field	LEDES 98B	LEDES 98BI	LEDES E-Billing 2.2.1	More information
LEDES Template	x	x	x	The VAT number must be stored on the customer respectively on the invoice recipient.
Client ID	x	x	x	Corresponds to the internal ID of the client and is entered automatically. Only one invoice number can be processed per export.
Lawfirm Matter ID	x	x	x	Corresponds to the internal ID of the project and is entered automatically.
Client Matter ID	x	x	x	Specified by the client.

Create an invoice

Now, you can create an invoice on the case.

The following fields must be filled in:

Field	LEDES 98B	LEDES 98BI	LEDES E-Billing 2.2.1	Additional information
Invoice no.	x	x	x	Only one number can be processed per export.
Invoice date	x	x	x
Period	x	x	x
Services and/or expenses, fixed-price expenses	x	x		Downpayments or fixed-price phases are not possible and create an error during the export.
Services and/or expenses, flat-rate expenses			x	With the format `LEDES E-Billing 2.2.1`, it is possible to create an export with downpayments or fixed-price phases.
Total	x	x	x
VAT		x	x	The VAT number must be stored on the customer respectively on the invoice recipient.

Run LEDES export

You can carry out the LEDES export over the invoice via actions menu > LEDES:

An overview of the values to be exported appears. Difference between the Vertec invoice and the LEDES export may occur, if different rounding is used (e.g. VAT and expenses or if a rounding for the currency has been specified). The name of the file corresponds to the invoice number.

The process can now be canceled and the invoice can be adjusted or the export can be carried out. An export file will be created and the File Explorer will open to select a location (cloud and Desktop App) or the file will be saved in the downloads (Web App).

Note: Depending on the LEDES platform, the structure of the LEDES export file (csv/xml) may still need to be adjusted. Your Vertec adviser will be happy to help you with this.

Create list settings for the services

In order to enter UTBMS codes and activity codes directly when the services are entered, two new columns must be added manually in the list settings on the user under services. To do this, apply the following settings:

The following fields must be used for the column UTBMS Code to be completed:

Title	UTBMS Code
Expression* (Ignore error message, see Note)	referenz,typ.zusatzfeldasstring('servtype_ledes_utbms_code'),projekt.zusatzfeldobj ('pr_ledes_template').oclastype(Usereintrag).zusatzfeld('zk11_ledes_standard_utbms_code_services')
XML control	<ComboBox ListExpression="Zusatzklasse9.allinstances->select(zusatzfeldbool('zk9_utbmsActive')) ->select(zusatzfeldobj('zk9_utbmsType').oclastype(Ordner).eintragid='FolderLedesActivityCode') ->orderby(zusatzfeld('zk9_utbmsCode'))" ShowRemoveButton="True" IsCascaded="True"> <ComboBox.ColumnDefinitions> <ColumnDefinition Header="Code" Width="50" /> <ColumnDefinition Header="Description" Expression="zusatzfeld('zk9_utbmsDescription')" Width="150" /> </ComboBox.ColumnDefinitions> </ComboBox>
Renderer	cr_led.MemberCascaded

The following fields must be used for the column Activity Code to be completed:

Title	Activity Code
Expression* (Ignore error message, see Note)	freereference,typ.zusatzfeldasstring('servtype_ledes_activity_code'), projekt.zusatzfeldobj('pr_ledes_template').oclastype(Usereintrag).zusatzfeld('zk11_ledes_activity_code')
XML control	<ComboBox ListExpression="Zusatzklasse9.allinstances->select(zusatzfeldbool('zk9_utbmsActive'))->select(zusatzfeldobj ('zk9_utbmsType').oclastype(Ordner).eintragid='FolderLedesActivityCode')->orderby(zusatzfeld('zk9_utbmsCode'))" ShowRemoveButton="True" IsCascaded="True"> <ComboBox.ColumnDefinitions> <ColumnDefinition Header="Code" Width="50" /> <ColumnDefinition Header="Description" Expression="zusatzfeld('zk9_utbmsDescription')" Width="150" /> </ComboBox.ColumnDefinitions> </ComboBox>
Renderer	cr_led.MemberCascaded

*Note:

The expression is invalid when checked by the OCL editor. The specified custom renderer still renders the expression correctly.

Requirements and download

Additional Customclasses9, 10, 11 and 30 shall not yet be in use.

Before importing the config set, we recommend you read the article Key information about the additional features. Config sets modify data in Vertec, which can overwrite existing data.

The exact import process is described in config sets.

You can download the additional feature with the following link:

Version Requirement	Download
6.7.0.17	Configset_ledes.xml

The following objects are created by importing the config set:

Folder	Folder LEDES in the root folder settings with the following subfolders: LEDES templates LEDES Settings
Reports & Scripts	Script: cr_led Script: LEDES Script: VertecCSVExporterClasses Script: module_ledes_ebilling Script: module_xml_ledes_ebilling
Custom fields	A total of 52 custom fields are created.
Class settings	Class settings and page customizations for Customclasses9, 10, 11 and 30 and for the classes Expense, Expense type, Service, Case, User, Outlay, Outlay type, Activity.
Translations	A total of 106 translations are created.

LEDES export

Application

LEDES Settings on the user

Timekeeper Classification:

Timekeeper ID:

Create LEDES Template

Designation

LEDES Format

Law Firm

Law Firm ID

Selection for user information

Selection for address details

Use checkbox UTBMS Codes for services

Use checkbox UTBMS Codes for expenses and purchases

LEDES Settings on the case

LEDES Template

Client ID

Lawfirm Matter ID

Client Matter ID

Create an invoice

Invoice no.

Invoice date

Period

Services and/or expenses, fixed-price expenses

Total

VAT

Run LEDES export

Create list settings for the services

Title

Expression*

XML control

Renderer

Title

Expression*

XML control

Renderer

*Note:

Requirements and download

Schweiz

Deutschland

Österreich

Netherlands

United Kingdom