ESILaw Time & Billing Export Option for ADD4PC
Data collected from
the ADD-4 Copier Control unit(s) can be formatted for importing into the Esi-Law
Time and Billing Program.
First Time Setup
To initially configure the ADD4PC Data Collection Program for interfacing
with the Esi-Law Time and Billing Program, follow the setup procedure below.
Select SETUP|User Defined Export Format.
Create the following Export String:
[TP=1][AC=12:R][MO=2][DY=2][YS=2][TS=20:L][E$=10:R]
(copy and paste this string )
Click Save.
Note: the export string can be created by clicking - in the following
order - the Type, Account, Month, Day, Year (S), TrsCode, and Ext.Cost
buttons and then inserting the applicable special characters to complete the
string.
Exporting Data to ESILaw
- After collecting ADD-4 data, select FILE|Export|My Export.
- Enter the desired date range and click Export.
- Under Save in: enter a directory path.
- Under File name: enter the name of the file to export.
- Click Save.
Once the data has been formatted and an export file has been created, go
into ESILaw and follow their instructions.
A sample export string, with detailed records, will look
like:
| 1 |
1234 |
090606 |
Photocopies
|
0.25 |
| 2 |
123456-12345 |
090606 |
Fax |
12.00 |
| 3 |
123456-12345 |
090606 |
Photocopies
|
.30 |
| 1 |
123456-12345 |
090607 |
Photocopies
|
.40 |
| 2 |
123456-12345 |
090606 |
Fax |
3.00 |
| 1 |
123456-12345 |
090606 |
Photocopies
|
.10 |
This file must be deposited into the ESI-LAW Directory (e.g. F:\ESILAW),
per the instructions below:
ESILaw for Windows
Automated Disbursement Recovery Requirements
ESILAW has the ability to automatically import transactions recorded
using photocopier, printer, fax, and telephone recovery systems. A standard
data file in the layout below must be provided by the system vendor. Please
refer to the details below for file specifications and layout. Questions
regarding this file format can be directed to ESI support at 1(800)663-8759
(US) or 1(888)663-4545 (Canada).
Requirements
- ASCII text format file
- No field or text delimiters
- Fixed length fields and records
- File must reside or be copied to the ESILAW directory (e.g. F:\ESILAW)
Explanation of Fields
| Transaction Code |
Letter or number that identifies the disbursement code type
(e.g. P = photocopy or L = laser printing) |
| Client Number |
Client number used by ESILAW to identify the client |
| Date |
Date of the transaction – must use the data format MMDDYY |
| Description |
Description of the transaction – 20+ characters |
| Amount |
Total transaction amount |
File Layout
| Field Name |
Length in Bytes |
Field Type |
Additional
Requirements |
| Transaction Code |
1
|
Alpha / Numeric |
0-9 or A-Z |
| Client Number |
12
|
Alpha / Numeric |
Right Justified |
| Date |
6
|
Numeric |
MMDDYY format |
| Description |
20+
|
Alpha / Numeric |
Left Justified |
| Amount |
10
|
Numeric |
999999.99-, Right
Justified |
Record Length = 49 + CR (carriage return) / LF (line feed) = 51
(based on the above File Layout)
Sample Data File
The following is an example of a file layout using transaction code C,
client number 9004858, date of July 31st, 2001, description of photocopy,
and amount of $5.00.
Updating the Disbursement Data File in ESILAW
Disbursement transaction files are updated through ESILAW using Remote
Disbursement Update on the Posting menu. Upon running Remote Disbursement
Update, transactions are imported into ESILAW and assigned to the
appropriate client files using the assigned disbursement codes. The original
disbursement date file is then renamed so that a backup file exists until
such time that the update is performed.
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