Currently, Collaborati does not pass any of the client profile or vendor profile information along with invoices to TeamConnect. LEDES1998BI V2, LEDES2000, LEDES XML 2.0, and LEDES XML 2.1 formats include additional data fields, such as client tax ID, name, and location, and vendor tax ID, name, and location, with each invoice line item.
If your department has complex business requirements related to VAT collection and verification, you may need to store this information as part of the original invoice coming from Collaborati.
If so, you can configure the Invoice Detail Settings page of CSM Settings to specify which fields on your TeamConnect invoice would store these additional values.
You can also define and configure extended custom fields that you want to support on incoming Collaborati LEDES XML invoices. When you configure extended custom fields, vendors can enter data in the @EXTEND_HEADER and @EXTEND_DATA segments.
Supported Additional Fields
You can specify the following fields from the Information column to map to fields in LEDES invoice files:
Supported Fields on the Invoice Detail Settings Page
Information Column |
LEDES1998BI Fields |
LEDES2000 Fields |
LEDES XML 2.0 Fields |
LEDES XML 2.1 Fields |
Account Type |
ACCOUNT_TYPE |
-- |
-- |
@matter.account_type |
Client Address 1 |
CLIENT_ADDRESS_1 |
@address_info.address_1 |
@cl_address.address_1 |
@cl_address.address_1 |
Client Address 2 |
CLIENT_ADDRESS_2 |
@address_info.address_2 |
@cl_address.address_2 |
@cl_address.address_2 |
Client City |
CLIENT_CITY |
@address_info.city |
@cl_address.city |
@cl_address.city |
Client Country |
CLIENT_COUNTRY |
@address_info.country |
@cl_address.country |
@cl_address.country |
Client Name |
CLIENT_NAME |
@client.cl_name |
@client.cl_name |
@client.cl_name |
Client PostCode |
CLIENT_POSTCODE |
@address_info.zip_postal_code |
@cl_address.zip_postal_code |
@cl_address.zip_postal_code |
Client State or Region |
CLIENT_STATEorREGION |
@address_info.state_province |
@cl_address.state_province |
@cl_address.state_province |
Client Tax Id |
CLIENT_TAX_ID |
@client.cl_tax_id |
@client.cl_tax_id |
@client.cl_tax_id |
Entity Billed |
-- |
-- |
-- |
@invoice.bill_to_cl_name |
Final Invoices? |
-- |
-- |
@matter.matter_final_bill |
@matter.matter_final_bill |
Invoice Net Total |
INVOICE_NET_TOTAL |
-- |
-- |
-- |
Invoice Reported Tax Total |
INVOICE_REPORTED_TAX_TOTAL |
-- |
@invoice.inv_total_tax_other_iso |
@invoice.inv_total_tax_other_iso |
Invoice Tax Total |
INVOICE_TAX_TOTAL |
-- |
@invoice.inv_total_tax |
@invoice.inv_total_tax |
Law Firm Address 1 |
LAW_FIRM_ADDRESS_1 |
@address_info.address_1 |
@lf_address.address_1 |
@lf_address.address_1 |
Law Firm Address 2 |
LAW_FIRM_ADDRESS_2 |
@address_info.address_2 |
@lf_address.address_2 |
@lf_address.address_2 |
Law Firm City |
LAW_FIRM_CITY |
@address_info.city |
@lf_address.city |
@lf_address.city |
Law Firm Country |
LAW_FIRM_COUNTRY |
@address_info.country |
@lf_address.country |
@lf_address.country |
Law Firm Name |
LAW_FIRM_NAME |
@firm.lf_name |
@firm.lf_name |
@firm.lf_name |
Law Firm PostCode |
LAW_FIRM_POSTCODE |
@address_info.zip_postal_code |
@lf_address.zip_postal_code |
@lf_address.zip_postal_code |
Law Firm State or Region |
LAW_FIRM_STATEorREGION |
@address_info.state_province |
@lf_address.state_province |
@lf_address.state_province |
Matter Name |
MATTER_NAME |
@matter.matter_name |
@matter.matter_name |
@matter.matter_name |
PO Number |
PO_NUMBER |
-- |
-- |
@matter.po_number |
