Set up clients

1. Select Names, Client Info.
2. Double‑click the client that requires LEDES 1998BI.
3. Click Invoices.
4. In the Bills Sent To section, set Electronic Delivery to LEDES1998BI or the correct setting.
5. Click References.
6. In the Also use Reference from template dropdown, choose LEDES or the correct template.
7. Under Custom Fields, select the group.
8. Enter values for all required fields:
   • Firm Matter ID: Matter code assigned by the firm.
   • Matter ID: The audit house typically provides the Matter Code.
   • Billing Start: Billing period start date (optional).
   • Billing End: Billing period end date (optional).
   • Account Type: O for own account or T for third party.
   • Currency Code: The law firm or vendor submission currency. The system denotes this using the 3-character ISO currency code (ISO 4217).
   • Matter Name: Name of the matter to which the invoice relates.
   • PO Number: Client assigned purchase order number.
   • Tax Currency Code.
   • Tax ID: Client tax identification.
   • Tax Type: VAT, GST, PST, IVU, or Other.
9. Click Save.

Set up timekeepers

1. Select Names, Timekeeper Info.
2. Double‑click the timekeeper who will work on the LEDES 1998BI client.
3. Click the Custom tab.
4. Select the correct Classification:
   • PT (Partner)
   • AS (Associate)
   • OC (Of Counsel)
   • LA (Legal Assistant) - includes Paralegal
   • OT (Other timekeeper)
5. Click Save.
6. Repeat these steps for each timekeeper working on the LEDES 1998BI client.