Note: LEDES invoice upload is only available for LEDES enabled law firms. If you would like your law firms to start uploading LEDES invoices, then please speak to your customer success manager or Apperio Support.
There are two ways to upload an invoice in Apperio, from the Invoice Page or from the matter that the invoice relates to.
One thing to note is that for either method, the matter has to be in Apperio already.
Invoice Page
First navigate to the Invoice Page from the side bar menu.
If an invoice is already present in your data file, Apperio will automatically prompt a PDF upload by displaying the ‘Pending’ status. To add an invoice, hover over the ‘Pending’ status and select ‘UPLOAD Invoice’.
You will then be given the choice of uploading either a PDF or LEDES invoice. Note that if you choose to upload a LEDES invoice, you can also upload a PDF go along with it.
The system will populate the Invoice Number, Client, and Matter ID or Name automatically using the data from the data file.
Alternatively, select the NEW INVOICE button on the top right of the Invoices page to upload a new PDF.
First, drag and drop your LEDES file or click ‘browse’ and select your file. The data from your LEDES file will automatically be extracted and the fields filled in. At this point you can also upload your PDF.
Submitting the invoice will send it to your client who can then approve, reject or query it.
Matters Page
To upload an invoice from the matters page, first select the matter the invoice is for from the matters list.
From here you can click onto the Invoice section of this page and click ‘New’ on the invoice list. This will take you to the same page as shown above, the only difference being that the matter and client details are already filled in.