Smokeball can help you create LEDES 1998B invoices using the ABA tasks codes. To access LEDES/UTBMS, firms must enable the feature in Firm Settings.
How to Activate UTBMS Billing
LEDES/UTBMS can be activated in the Time & Activities section of your Firm Settings.
- Select Enable UTBMS Billing under the UTBMS Billing tab in Time & Activities.
- Enter your LEDES Firm ID and select the Code set(s) you want to have available for LEDES matters.
Navigate to Staff & Users in Firm Settings. Under each individual Staff & User, update the Timekeeper Classification Code.
You then will need to enable LEDES/UTBMS billing on the individual matter which will use it:
- Select the Edit Matter button.
- Select the UTBMS quick link and checkmark Enable UTBMS billing.
- Enter the LEDES Matter ID and LEDES Client Matter ID.
- Select Save Matter.
Once enabled, UTBMS codes will be available under Task when entering in Time/Fees.
- Type in the code or browse using the dropdown.
- UTBMS codes are available on any Time/Fee entry. Below are examples from Smokeball Bill. Learn more about Time/Fee Entries.
Smokeball also includes support for X codes in addition to E codes. X codes are available under the “Expense” drop down menu when entering an Expense. Learn more about entering Expenses in Smokeball.
The LEDES Task code will be listed on invoices created for LEDES/UTBMS matters, making it quick and easy to generate an invoice for reviewing all the different fees.
To download the LEDES1998B format, finalize the invoice, and select the LEDES option.
Download LEDES invoices in bulk
You can download LEDES invoices in bulk from the Invoices page.
- Select the Download button.
- Select LEDES 1998B from the drop-down menu.
- The LEDES files will be combined into a single .zip file.
Did You Know
Here's an example of what the LEDES1998B invoice looks like in Notepad.