The Fee Detail tab is used to view the time entry fee detail line items for electronic invoices and to make line item fee adjustments. Each fee record includes Matter, Charge Date, Professional, UTBMS Task, UTBMS Activity, Charge Note, Hours, Rate, Discount Amount, Adjustment Amount, and Total fields. The fee detail is automatically loaded from the LEDES 98B file. You can view the fee detail and make adjustments to any line item. Adjustments can be entered and they are rolled up automatically to the matter level and Invoice level when the record is saved. All fields other than the Adjustment Amount are read-only, and you are not allowed to add or delete any records.
Note: When matter-level fee adjustments are entered on the Summary tab, this action will cause the Total Adjustments and Total Fees on the Fee Detail tab to not equal the Adjustments and Net Fees on the Summary tab or main section. This discrepancy is because the Fee Detail tab does not represent matter-level fee adjustments.
Key features:
UTBMS task and activity code dropdowns.
Pop-up calendar for the charge date.
Popup notepad for the charge note.
Smart professional dropdown with partial name searching and button to launch the Entity notebook.
Smart matter dropdown with matter number or partial matter name searching and button to launch into Matter notebook.
Note: This tab does not display for manual invoices.
The Fee Detail tab, which is accessed by clicking on the tab in the binder section of the Invoices notebook, displays in tabular view as described below.
|
Field |
Description |
Required (Y/N) |
|
Matter # |
The matter with which the fee is associated. |
Y |
|
Professional |
The name of the professional who performed the work. |
Y |
|
Charge Date |
The date the work was performed. |
Y |
|
Task |
The UTBMS task performed. |
N |
|
Activity |
The UTBMS activity performed. |
N |
|
Charge Note |
This field contains a short note regarding any charges for this invoice. Click |
N |
|
Total Amount |
The total amount of the invoice. |
N |
|
Adj. Amount |
The amount of the adjustment |
N |
|
Original Hours |
The original hours worked before any adjustments or discounts. |
|
|
Original Rate |
The original hourly rate before any adjustments or discounts. |
|
|
Original Total |
The total of the invoice calculated from the original rate and hours. |
Y |
|
Discount Type |
The type of discount associated with the fee. |
N |
|
Discount Percent |
The percentage of the discount to apply to the fee. |
N |
|
Discount Amount |
The amount of the discount |
N |
Note: LawManager tab records include fields containing audit and security information. For a detailed explanation of these fields, see Viewing Audit Fields and Security Information.
to enter data.