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The Invoice Detail dialog box provides an area to record invoice line item information.
Fields
Professional – The name of the person performing the work that is being invoiced. Click the … button to select a person from the designated players for the matter.
Vendor – The full name of the entity for which the invoice has been created.
Line Item Date – The date the work that is being invoiced was performed.
Cost Type – A category to indicate the type of work being performed.
Phase – An Association of Corporate Counsel (ACC) category for a legal code.
Task – The type of work performed within the phase.
Activity Type – The type of work performed within the phase and task.
Expense Type – A code to designate the type of expense.
Adjustment Type – The type of adjustment (such as reduced fees or reduced hours). For discounts applied to the invoice, the adjustment type is Fee Discount Percent or Invoice Level Discount.
Adjustment Date – The date an adjustment was applied to the line item.
Total Adjustments Billed – The amount in the billed currency that will be added to or subtracted from the total billed amount due to manually entered adjustments.
Hours/Units – The number of hours or units that are being billed.
Rate – The amount per hour or unit that is being billed.
Total Billed– The amount in the billed currency that the vendor is billing to the company.
Total Discounts Billed – The amount in the billed currency that will be added to the total billed amount due to discounts. You must include a minus sign for the amount to be subtracted from the invoice.
Adjusted Pre-tax Billed – The amount that the vendor is billing to the company after any adjustments/discounts have been applied.
Adjusted Base – The amount that the vendor is billing in the entity’s base currency if different from the billed currency.
Import Warning – For imported invoices, any warnings/errors that occurred due to an invoice audit rule during import of the invoice.
Do not display import warnings on Invoice Summary page – An indication of whether warnings will appear on the Invoices Summary page for this line item.
Taxable – An indication of whether the line item is taxed.
Comments – A freeform comment concerning the invoice line item.
Buttons
Save – Click to save the line item and close the dialog box.
Save/New – Click to save the line item and clear the dialog box to enter information for another line item.
Close – Click to close the dialog box.