Copy Audit|Print Audit 5 Export Configuration for Legal Master
Configure the Copy Audit Program to export records to
Legal Master Time and Billing for importing into client bills.
To create the Legal Master export configuration, go to Print
Audit 5|Reports|Job Manager|Tools|Export Results|Configurations. Create the
screens below and save the configuration.
To create the actual export file for Legal Master,
go to Print Audit 5| Reports|Job Manager|Accounting|Run Accounting.
To configure the Job Account Code, select
Accounting|Edit Job Type Account Codes. Enter the applicable expense codes
from Legal Master in the Expense Code column.
The above configuration will generate an
export file that contains detailed records in this format:
| First character is a pipe sign |
| |
You know - that funny character just above the backslash on your
keyboard |
| Client |
1234567 |
7 characters, left justified |
| Matter |
890112 |
7 characters, right justified |
| 20 Spaces |
|
|
| "D" capital letter I |
D |
Refers to Direct cost |
| Date |
011206 |
MMDDYY |
| 6 Spaces |
|
|
| Expense Code |
co |
co = copies in this example |
| 16 Spaces |
Use the space bar |
|
| Total amount |
1.00 |
|
|client matter
D051104co
0.99
|client matter D051101fx
2.10
|client matter D051031co
0.90
|client matter D051031co
1.50
The Expense Code is generated from the Job Type
Accounting Code set-up.
That looks like this:
|client matter D051104co
0.99
|client matter D051101fx
2.10
|client matter D051031co
0.90
|client matter D051031co
1.50
The fields exported from Copy Audit are:
Client code
Matter Code
Date printed
Job Account Code
Total cost
To import the file created into Legal Master, use the
Import Module feature.
|
