When a Value item is being invoiced, changes can be made on the Invoices Tab and reflected back to the Value item. Value items within Invoices that have not yet been approved can be modified (e.g., Draft, Pending).
NOTE: Payments and Adjustments can only be made in the Value item detail view.
NOTE: You must have Modify permissions to Case > Invoicing Tab to make changes to invoices.
To make changes to a Value item in an invoice:
Navigate to the Invoices view within the Value Tab of a Case.
From the list view, click the kebab menu and select the View/Edit option. You can also double-click the invoice to open the detail view.
On the detail view of the invoice, click the kebab menu for the Value item you wish to edit and select the Edit option.
Edit Cost Value Items
The following fields on the Edit Line Item window for a Cost Value item can be changed:
UTBMS Expense – Select a different UTBMS Expense code. These are derived from the list in the Value item. This option will only display when your firm has LEDES billing enabled in Firm Preferences.
Reduction – Enter a value by which to reduce the due amount.
Description – Change the description of the invoice. This field contains data from the Memo field on the Value item.
Total – Enter a new total for the invoice.
Edit Fee/Time Value Items
When making changes to Value items within an invoice that are marked as a Fee or Time item, different options will be available.
UTBMS Task – Select a different UTBMS Task code from the Tasks Mini Directory.
UTBMS Activity – Select a different UTBMS Activity code from the Activity Codes Mini Directory.
Rate – Enter a different rate. The Rate is derived from the Rate field in the Time item.
Reduction – Enter a value by which to reduce the due amount.
4. Click the Save button when done.
All changes made in the Edit Line Items window will immediately update the original Value item wherever it exists in Neos. The example below shows the Due and Reductions fields having been recalculated after edits have been made.
The new Due amount will be reflected on the Invoices Tab list view and on the Value item.
Edit Value Item Description/Memo
Changes to the Description/Memo and LEDES Description fields within a Value item will update in the linked Invoice.
Update Description/Memo Field
Updates to the Memo field of a Value item or the Description field of a Time Value item will appear in the Description field within the Invoice grid for invoices in Draft, Pending, Due, Overdue, or Paid statuses.
Double-click a Value entry from the Invoice detail view to make changes to the Value item.
Changes can be made to the Memo/Description field in the Value Details section and saved.
The saved changes will appear in the Description field within the Invoice grid. The change is also reflected when the invoice is downloaded in PDF or Word format.
Update Memo/LEDES Description
When LEDES Description is set to LEDES Description in Firm Preferences, updating this field in the Value item tied to an invoice will reflect this change at the time of the LEDES 98B download.
NOTE: The update will not appear in the Description column of the line item within the invoice.
When LEDES Description is set to Value Entry Memo, changes made to the Memo field of a Value item tied to an invoice will reflect the change in the line item description of the downloaded LEDES98B invoice.
