Create the LEDES 1998BI audit house

1. Select Setup, Audit Houses.
2. Click the New button.
3. Select LEDES 1998BI, then click OK.

Enter general and firm details

1. In the General tab, enter the name for your LEDES1998BI template in the Name field. 
   • We recommend naming the template LEDES1998BI.
2. Click the Firm tab.
3. Enter your Law Firm ID, Typically the firm's Tax ID (EIN) Number.
4. Select your Country Code in the Country Code field.

Map line item fields

1. Click the Line Items tab.
2. Map each field using the dropdown list:
   • Task Code is Reference Nickname 2.
   • Expense Code is Expense Nickname 2.
   • Activity Code is Task Nickname 2.
   • Timekeeper ID is Timekeeper Initials.
   • Timekeeper Name is Timekeeper Full Name.
   • Timekeeper Classification is Classification.
   • Tax Type leave blank.

Map invoice fields

1. Click the Invoice tab.
2. Map each field using the dropdown list:
   • Client ID is Client Nickname 1.
   • Law Firm Matter ID is Firm Matter ID.
   • Client Matter ID is Matter ID.
   • Client Matter Name is Matter Name.
   • Client Tax ID is Tax ID.

Complete setup

1. Click OK.
2. Click Done.

Next LEDES 1998B setup step

Setup Clients and Timekeepers for LEDES 1998BI (International)

Setup LEDES 1998BI (International) format