LEDES export

Additional feature for exporting LEDES formats

Operating mode

Cloud Suite

ON-PREMISES

Modules

Services & CRM

Budget & Phases

Purchases

Resource Planning

Business Intelligence

Created: 03.10.2022

Machine translated

Updated: 24.04.2025 | Expandability for evaluation folders removed, version requirement raised to 6.7.0.17.

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.

The download of the config set can be found here.

Application

The additional feature places in the root root folder Einstellungen the folder LEDES in which custom LEDES templates can be created and settings can be adjusted.

The procedure for LEDES export is as follows:

On the user under LEDES settings Fill in fields in the fields.
Create template in the root folder Settings > Create a template.
On the case under More Info > LEDES Settings Assign template the appropriate template and fill in the fields.
Create a fee Invoice on the casecreate.
Execute the export on the invoice via Execute export > LEDES.

LEDES Settings on the user

In the user, on the More Info 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 the staff classification of the user. A complete list of the codes to be used can be found in the LEDES Revised Timekeeper Classifications Reference Document, which is available for download at Ledes.org. Reference to this field may be made to in the LEDES template under Selection for editor information.

Timekeeper ID:

By default, the internal ID of the user is entered here. Reference may be made to this field in the LEDES template under Selection for editor information.

Create LEDES Template

a template can be created 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	More information
designation	x	x
LEDES Format	x	x	It can be selected between LEDES 98B and LEDES 98BI.
Law Firm	x	x
Law Firm ID	x	x
Selection for editor information	x	x	Classification: Here you can select whether the Timekeeper Classification field should output only the 2-digit code, only the description designation or both. Identification: Here you can select whether the user’s abbreviation or the Timekeeper ID should be output. `Kürzel`: 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.
Selection for address information	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 fee note address should be output.
Checkbox Use UTBMS code for services	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.
Checkbox Use UTBMS code for expenses and outlays	x	x	If the check mark is checked, the code will be searched according to the following priority: Field UTBMS code on expenditureexpenseoutlay Field UTBMS code on expense type Field Standard UTBMS Code under expenses and outlays 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 flat-rate expenses

LEDES Settings on the case

The case can now be found on the page More Info at LEDES Einstellungen the appropriate template is selected and the fields Client ID, Lawfirm Matter ID and Client Matter ID are filled in:

Field	LEDES 98B	LEDES 98BI	Additional information
LEDES Template		x	The VAT number must be deposited on the customer or the fee receipt recipient.
Client ID	x	x	Corresponds to the Internal Id of the client and is entered automatically. Only one invoice no. can be processed per export.
Lawfirm Matter ID	x	x	Corresponds to the Internal Id of the project and is entered automatically.
Client Matter ID		x	Specified by the client.

Create a createinvoice

a invoice can now be created on the case.

The following fields must be filled in:

Field	LEDES 98B	LEDES 98BI	Additional information
Invoices No.	x	x	Only one number can be processed per export.
Honorary note date	x	x
Period	x	x
Services and/or expenses, flat-rate expenses	x	x	Downpayments or flat-rate phases are not possible and create an error during export.
Total	x	x
VAT		x	The VAT number must be deposited on the customer or the fee receipt recipient.

Run LEDES Export

The LEDES export can be found on the invoice via Aktionen> LEDES are carried out:

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 performed. An export file will be created and the 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) 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, make 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 )	referenz,typ.zusatzfeldasstring('servtype_ledes_utbms_code'),projekt.zusatzfeldobj ('pr_ledes_template').oclastype(Usereintrag).zusatzfeld('zk11_ledes_standard_utbms_code_services')
control XML	<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')
control XML	<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 classes 9, 10 and 11 shall not yet be in use.

Important information before import can be found in the Worth knowing about the additional features article. Config sets modify data in Vertec, which can overwrite existing data.

The exact import process can be found in the Articles about the config sets.

Download the additional feature with the following download 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
Custom field items	a total of 38 custom Custom Field Items are created.
Class settings	Class settings and page customizations for additional classes 9, 10 and 11. and for the classes Expenseoutlays Expense Type, Performanceservice Projectproject Project Manageruser Expenseexpense Expense Type expense type ActivityServicetype
Translations	A total of 88 Translations will be created.

LEDES export