LEDES Exports

Overview

The following document explains how to use the Solaria LEDES export feature. Solaria uses two file export formats so you will need to determine which file format you need to use. 

• LEDES 98B 
• LEDES 2000

Settings

You will need to enter the following items before you can create a LEDES export file. 

Turn on LEDES Integration

On the Interfaces tab of the System Preferences window, check the LEDES export format that you want to integrate with.

If you integrate with LEDES 98B, you will see additional options. Select the options you want to use. These tell Solaria which data to export for the LEDES fields named CLIENT_MATTER_ID and INVOICE_DESCRIPTION. Note these fields are REQUIRED for all LEDES 98B exports.

Enter Client ID Numbers

If you use the LEDES 98B format, you have the option to enter the LEDES Client ID numbers for each client. This is found on the Client maintenance window on the Miscellaneous tab. If a LEDES Client ID number is not entered for a client, the Solaria Client # will be used in the exported file.

Enter LEDES Codes

Once you have turned on the integration with a LEDES file format, you will see a Code field on the Products and Invoice Charge Types windows under Settings -> Categories and Types. You will need to enter the LEDES code for ALL products and invoice charge types.

Creating LEDES Export Files

If you integrate with LEDES 98B, you can export invoices from either the Invoice list window or the Invoice window when viewing a single invoice. 

If you integrate with LEDES 2000, you can export from the Invoice window when viewing a single invoice. 

From these windows, do the following: 

1. Select File ► Send to LEDES. It will prompt for the file name and location to save to. 

2. Once the export is finished, it will let you know if it found any errors.

Click OK to see the error report.

The errors are usually due to missing LEDES codes or data fields that are required. 

3. Next, Solaria will open an email window to allow you to email the file to someone. The LEDES file will be attached to the email. 

The LEDES 98B file is a text file that has fields delimited with the | character and a line for each item of an invoice.

The LEDES 2000 file is an XML file (text only file) containing the information for a single invoice.