*See here for generating a LEDES file
Occasionally, when generating a LEDES file from a bill, you'll receive an error message stating that a required field is missing. The message looks like this:
Clicking on the plus button will show a list of the missing field values.
Below are a few of the most common examples of errors and where to go to correct them.
This error is typically caused by the Client Matter Id field on the matter not being filled out.
Going to the Matter Billing Settings (click on the cog > Billing) and scrolling to the bottom will show whether or not that field is filled out. If you need to edit that field, select the blue edit button in the top right corner and make sure the "Enable LEDES 1998B billing" checkbox is selected.
This error is typically caused by the Client Number on the Client not being filled out.
If you're not using auto-numbering for Clients, editing the Contact record will allow you to update the field. Even though it's called Client Number, the field allows for alphanumeric characters.
Billing_Start_Date & Billing_End_Date
This error is typically caused by the Bill Start Date and Bill End Date not being filled out on the Bill. These may need to be added through the Bill Form Designer if they're not already showing on a Bill record.
Less Common Errors
This error is typically caused by the LEDES Classification Code on User records not being filled out. This can be located by going to the Users list from the navigation bar and selecting any user.
If the error message you see is not listed here, please contact Centerbase Support.