Neos includes the ability to bulk download invoices, allowing your firm to audit invoices more efficiently. Multiple invoices in any status can be selected across different cases to be downloaded. Choose between LEDES 98B, LSS-SW10, PDF, or Word formats.
NOTE: You must have at least Enabled permissions to Accounting > Invoicing Tab. The LEDES 98B and LSS-SW10 options are only available when LEDES Billing is enabled in Firm Preferences.
To download multiple invoices:
Navigate to the Accounting Tab and select the Invoices view.
Use the check boxes to select the invoices you wish to download and click the Download button above the grid.
Choose the desired format (LEDES 98B, LSS-SW10, PDF, or Word). When LEDES 98B, PDF, or Word has been selected, additional options will display. Click the Download button.
When PDF or Word is selected, six check box options will be available. An additional option, Staff Hours Summary, will display for invoices containing billable Time entries. This option provides an overview of the number of hours for which a particular staff billed. Refer to Download Invoices to review all options.
If the LEDES 98B format is selected, six options will display. Refer to Download Invoices to review all options.
If the LSS-SW10 format is selected, click the Download button to download the selected invoice(s) in this format. NOTE: the Claim # field is not present when downloading invoices in bulk from the Accounting> Invoices tab. Neos will default the Claim # to the first Claim number that exists in each invoice's case. If a selected invoice does not have a Claim #, this section will be blank for the specific invoices.
A window will display on the bottom right of Neos showing the download process and when the download is complete.
Click the zip file from your browser to show the selected invoices unzipped as separate files in your Downloads folder using your selected format. The following image shows the selected invoices with the result of the Consolidated Invoices slider toggled 'off'.
