I recently took over an office management position. The employee before me was able to export bills to LEDES format no biggie (which means we must have the add on purchased and installed) but I cannot for the life of me figure out how to do this. Can somebody please help on steps to doing so? Thank you. 

I recently took over an office management position. The employee before me was able to export bills to LEDES format no biggie (which means we must have the add on purchased and installed) but I cannot for the life of me figure out how to do this. Can somebody please help on steps to doing so? Thank you. 

Assuming you have the LEDES add-on and everything is setup correctly on the matter (big assumptions)

1. Run the bills and put in proof stage

2. Go to bills - send bills to audit houses

3. You will choose the audit house based on your setup and the date range of the invoices and create the .DAT files for upload.

The export is the easy part. Making sure the client is correctly setup is more complex. If you would like help or training you can reach out to a certified consultant such as me or @nancy duhon and we can discuss how we can assist. 

I would love if I could get more assistance from you as I don't even see the option to send bills to audit house. 

Myself and a couple of colleagues have prepared an extensive manual for LEDES billing in Timeslips. You might want to purchase the manual and use that first, then hire a consultant if you have further questions.

You can find more information about the manual here: http://www.certifiedresourcesnetwork.com/

Nancy Duhon, Esq.
Duhon Technology Solutions, LLC
Master Certified Consultant for Sage Timeslips
LawPay Partnered Consultant
Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
404-325-9779
[email protected]