Client setup

1. Select Names, Client info.
2. Double‑click the client that needs LEDES 1998B.
3. Select Invoices.
4. In Bills sent to, set Electronic delivery to LEDES1998B or the correct option.
5. Select References.
6. Choose LEDES or the correct template from the Also use reference from template dropdown.
7. Under Custom fields, select the group.
8. Enter values for each required field:
   • Firm matter ID – The matter code assigned by the firm
   • Matter ID – The matter code provided by the audit house
   • Billing start – Start date of the billing period (optional)
   • Billing end – End date of the billing period (optional)
9. Select Save.

Timekeeper setup

1. Select Names, Timekeeper info.
2. Double‑click the timekeeper who works on the LEDES 1998B client.
3. Select the Custom tab.
4. Select the correct classification:
   • PT (Partner)
   • AS (Associate)
   • OC (Of Counsel)
   • LA (Legal Assistant)
   • OT (Other timekeeper)
5. Select Save.
6. Repeat for each timekeeper who works on the LEDES 1998B client.

Next LEDES 1998B setup step

Enter slips for LEDES 1998B