Configurable Validations

Date Validations

• Line Item date can not be older than 62 days from the Invoice Date

• Line Item date should fall between Invoice Start and End Date

• Billing Start date should be the first day of the month

• Billing End date should be the last day of the month

• Invoice date can not be more than 90 days from the invoice received date

• Timekeepers are required for all fee line items

• Timekeeper IDs must be valid

• Timekeeper rates must be valid

Line Item Validations

• The following task and expense codes should be flagged

  • E106 (Online research)

  • E109 (Local Travel)

  • E111 (Meals)

  • E124 (Other)

• The following task and expense codes are not allowed

  • E101 (Copy Charges) cannot exceed $.08

  • E103 (Word processing)

  • E108 (Postage)

• The following words in the line item description will be flagged for Fees

  • DataCert overtime, file review, revision, invoice preparation

• The following words in the line item description will be flagged for Expenses

  • Westlaw, Lexis, Nexis, electronic research

• Invoice line items may only contain fee rates billed in .10 increments

Misc. Requirements

• Expense backups are only necessary upon request

• Split Bills: Entire bill should be submitted with line item detail and an IE/IF line item will be used to write down the other party’s portion.

• Flat Fees: Entire bill should be submitted with line item detail and an IE/IF line item will be used to write up or write down the bill to the agreed upon rate

• Third party bills will be billed through the outside counsel

* A complete list of task and expense codes can be found at:
 http://www.abanet.org/litigation/utbms/home.html