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The steps in this article are for Reporting (Microstrategy) users only. If you use Dashboards & Analytics (Amazon Q), proceed to these articles instead.
This article covers the following:
- Invoices
- Invoices/Invoice Charges
- Invoices/Invoice Charges/Charge Adjustments
- Invoices/Invoice Charges/Charge Adjustments/Charge History
- Invoices/Invoice Charges/Charge Notes
- Invoices/Invoice Notes
- Invoices/Invoice Payments/Payment Notes
Invoices
| Metric | Number | |||
|---|---|---|---|---|
| Invoice Prompt Pay Discount Amount (Fees) (LVL) | Invoice Detail/Invoice Summary Table (fee): Prompt Pay Discount | Amount of fees discounted on an invoice by the law firm when payment is made by the customer within a specified time (Invoice Level). | Metric | Number |
| Invoice Prompt Pay Discount Amount (LVL) | Invoice Detail/Invoice Summary Table (total): Prompt Pay Discount | Total amount discounted on an invoice by the law firm when payment is made by the customer within a specified time (Invoice Level). | Metric | Number |
| Invoice Recommended Amount (Expenses) (LVL) | Not visible in CounselLink | Amount recommended for payment to the law firm for expenses incurred by the law firm on the customer's behalf. | Metric | Number |
| Invoice Recommended Amount (Fees) (LVL) | Not visible in CounselLink | Amount recommended for payment to the law firm for services performed. | Metric | Number |
| Invoice Recommended Amount (LVL) | Invoice Detail/Invoice Summary Table (total): Net | Amount recommended for payment to the law firm for services performed and expenses incurred by the law firm on the customer's behalf (Invoice Level). | Metric | Number |
| Invoice Requires Review | Invoices tab / Create Invoice section | Determines if an invoice will flow through the invoice workflow and require a review when a client user is creating invoices. | Attribute | Text |
| Invoice Review Turnaround Days | Not visible in CounselLink | Number of days, from the date an invoice was loaded into CounselLink, until the date the invoice review process was completed by LexisNexis. | Metric | Number |
| Invoice Event Date | The date and time the invoice event was recorded | Attribute | Number | |
| Invoice Sent Date | Invoice Summary/Invoice History: (Look for the “Invoice Sent” event) Date | Date the invoice was sent by the law firm to the customer. | Attribute | Date |
| Invoice Sent Date (Month) | Invoice Summary/Invoice History: (Look for the “Invoice Sent” event) Date | The month the invoice was sent by the law firm to the customer. | Attribute | Text |
| Invoice Sent Date (Year) | Invoice Summary/Invoice History: (Look for the “Invoice Sent” event) Date | The year the invoice was sent by the law firm to the customer. | Attribute | Text |
| Invoice Submitted File Type | Invoice Summary: View Submitted File | Method of invoice transmittal from the law firm to LexisNexis. | Attribute | Text |
| Invoice Workflow Task | Invoice Detail: Task | Current invoice review status of an invoice. | Attribute | Text |
| Invoice Workflow Task Date | Invoice Summary/Invoice History: Date | Date a workflow task was performed. | Attribute | Date |
| Invoice Workflow Task ID | Not visible in CounselLink | Internal workflow task name. This task ID is used by CounselLink staff to help diagnose workflow issues. | Attribute | Text |
| Number of Adjustments | Not visible in CounselLink | Number of adjustments applied to an invoice. | Metric | Number |
| Number of Approved Invoices | Not visible in CounselLink | Number of invoices that have been approved for payment by the customer. | Metric | Number |
| Number of Charges (LVL) | Not visible in CounselLink | Count of distinct charges included on an invoice (Invoice Level). | Metric | Number |
| Number of Flags | Not visible in CounselLink | Number of Flags applied to an invoice. | Metric | Number |
| Number of Invoices | Not visible in CounselLink | Count of invoices submitted on a matter. | Metric | Number |
| Number of Issues | Not visible in CounselLink | Number of charges associated with an invoice that have been flagged or adjusted by CounselLink or customer users during the invoice review process. | Metric | Number |
Invoices/Invoice Charges
| Object Name | Application Page and Field Name | Object Definition | Object Type | Content |
|---|---|---|---|---|
| Charge % Saved | Not visible in CounselLink | Percentage of current charge adjustment amount compared to charge billed amount including law firm discounts and taxes. | Metric | Number |
| Charge Activity Code | Invoice Details/Invoice Charges Table: Code | The activity code associated with each charge. | Attribute | Text |
| Charge Adj Amt (Customer) (LVL) | Not visible in CounselLink | Amount adjusted by the customer on an invoice charge (charge level). | Metric | Number |
| Charge Adj Amt (System) (LVL) | Not visible in CounselLink | Amount adjusted by LexisNexis on an invoice charge. | Metric | Number |
| Charge Amt less Discounts & Tax | Not visible in CounselLink | Amount charged for services performed or expenses incurred at a line item level after the application of any discounts and/or taxes. | Metric | Number |
| Charge Billed Amt | Invoice Details/Invoice Charges Table: Amount | Amount charged for services performed or expenses at a line item level prior to the application of any discounts and/or taxes (includes law firm entered charge level adjustments). | Metric | Number |
| Charge Billed Amt (Expenses) | Invoice Details/Invoice Charges Table: Client Adj. | Amount charged for expenses incurred by the law firm on the customer's behalf (includes law firm entered charge level adjustments). | Metric | Number |
| Charge Billed Amt (Fees) | Invoice Details/Invoice Charges Table: Client Adj. | Amount charged for services performed by the law firm (includes law firm entered charge level adjustments). | Metric | Number |
| Charge Code Type | Not visible in CounselLink | Category of the type of task associated with each charge – fee task or expense task (optional). | Attribute | Text |
| Charge Current Adj Amt | Invoice Details/Invoice Charges Table: Client Adj. Total | Total current adjustment amount on a charge. | Metric | Number |
| Charge Current Adj Amt (Expenses) | Invoice Details/Invoice Charges Table: Client Adj. Expenses | Total current adjustment amount on an expense charge. | Metric | Number |
| Charge Current Adj Amt (Fees) | Invoice Details/Invoice Charges Table: Client Adj. Fees | Total current adjustment amount on a fee charge. | Metric | Number |
| Charge Date | Invoice Details/Invoice Charges Table: Date | Date of service performed by the law firm at a line item level. | Attribute | Date |
| Charge Date (Month) | Invoice Details/Invoice Charges Table: Date | The month of the date of service performed by the law firm at a line item level. | Attribute | Date |
| Charge Date (Year) | Invoice Details/Invoice Charges Table: Date | The year of the date of service performed by the law firm at a line item level. | Attribute | Date |
| Charge Deleted Adj Amt | Not visible in CounselLink | Amount deleted by the customer after LexisNexis makes an adjustment. | Metric | Number |
| Charge Description | Invoice Details/Invoice Charges Table: Description | Description of services performed or expenses provided by the law firm. | Attribute | Text |
| Charge Effective Rate | Invoice Details/Invoice Charges Table: Rate | Effective Rate or Unit Price for the charge after adjusting the law firm supplied rate or unit price with law firm adjustments. | Metric | Number |
| Charge First Charge Date | Invoice Detail: Invoice Charges (look for charge with lowest date) | Date of the first charge chronologically on an invoice. | Metric | Date |
| Charge Last Charge Date | Invoice Detail: Invoice Charges (look for charge with highest date) | Date of the last charge chronologically on an invoice. | Metric | Date |
| Charge Law Firm Adj Amt | Invoice Details/Charge Details: Firm Adj. | Amount of adjustment specified by the law firm at the charge level. | Metric | Number |
| Charge Law Firm Discount & Premiums | Not visible in CounselLink | Amount of discount specified by the law firm as applied at the charge level. | Metric | Number |
| Charge Number | Invoice Details/Invoice Charges Table: # | Unique identification number assigned to an invoice charge by LexisNexis assigned sequentially by charge date. | Attribute | Number |
| Charge Phase Code | Not visible in CounselLink | Phase code related to the billing code submitted on a charge. | Attribute | Text |
| Charge Rate | Invoice Details/Invoice Charges Table: Rate | Rate or Unit Price supplied by the law firm for the charge (is not adjusted for law firm adjustments). | Metric | Number |
| Charge Recommended Amt | Charge Details: Net | Amount after accounting for law firm, client adjustments, law firm discounts and taxes. | Metric | Number |
| Charge Recommended Amt (Expense) | Charge Details: Net (for an expense charge) | Amount for an expense charge after accounting for law firm, client adjustments, law firm discounts and taxes. | Metric | Number |
| Charge Recommended Amt (Fee) | Charge Details: Net (for a fee charge) | Amount for a fee charge after accounting for law firm, client adjustments, law firm discounts and taxes. | Metric | Number |
| Charge SmartReview Category | Charge Details: (hover over the Description field) | Smart Review Charge Category code and description for the charge description. | Attribute | Text |
| Charge Status | Not visible in CounselLink | Code used to designate the review status of invoice charge. | Attribute | Text |
| Charge Task Code | Invoice Details/Invoice Charges Table: Code | The task code associated with each charge. | Attribute | Text |
| Charge Task Code Description | Invoice Details/Invoice Charges Table (hover over task/activity code): Code | Description for the type of task associated with each charge. | Attribute | Text |
| Charge Tax Type | Invoice Summary: Tax Summary/Invoice Details: Tax Summary/Invoice Summary Report:Charges Summary/Charge Details:Tax | Tax type for fee or expense charges. | Attribute | Text |
| Charge Taxes | Charge Details: Tax | Amount of taxes specified by the law firm as applied at the charge level. | Metric | Number |
| Charge Timekeeper Level | Invoice Details/Invoice Charges Table (hover over initials): {Name – Level} | Billing level applied to a charge by a timekeeper. | Attribute | Text |
| Charge Timekeeper Name | Invoice Details/Invoice Charges Table (hover over initials): {Name – Level} | Name of the timekeeper billing for services performed on a charge. | Attribute | Text |
| Charge Type | Not visible in CounselLink | Type of charge submitted by the law firm, fee or expense. | Attribute | Text |
| Charge Units (Expenses) | Not visible in CounselLink | Number of billing increments for expenses incurred by the law firm on the customer's behalf. | Metric | Number |
| Charge Units (Fees & Expenses) | Invoice Details/Invoice Charges Table: Units | Number of billing increments for services performed or expenses incurred by a law firm. | Metric | Number |
| Charge Units (Fees) | Invoice Details/Invoice Charges: Units | Number of hours or units charged for services performed by the law firm. | Metric | Number |
| Charge Units (Fees) (LVL) | Not visible in CounselLink | Number of hours or units charged for services performed by the law firm timekeeper at Corporate, Law Firm Office, Fee Structure, or Timekeeper level. | Metric | Number |
| Flagged Deletion Amount | Invoice Details/Invoice Charges: Charge History | The charge flagged amount that has been deleted by a user. | Metric | Number |
| Invoice Initial Gross Billed Amt | Invoice Detail/Invoice Summary Table (total): Amount | Amount billed on an invoice prior to the application of any discounts, taxes or adjustments by the customer. | Metric | Number |
| Invoice Last Charge Date | Invoice Details/Invoice Charges Table: Date | The last charge date on an invoice. | Attribute | Date |
| Invoice Last Charge Date (Month) | Invoice Details/Invoice Charges Table: Date | The month of the last charge date on an invoice. | Attribute | Date |
| Number of Charges | Not visible in CounselLink | Count of distinct charges included on an invoice. | Metric | Number |
Invoices/Invoice Charges/Charge Adjustments
| Object Name | Application Page and Field Name | Object Definition | Object Type | Content |
|---|---|---|---|---|
| Adjustment Rule Code | Invoice Details/Invoice Charges | The alphanumeric rule code associated with the adjustment. | Attribute | Text |
| Adjustment Rule Desc | Invoice Details/Invoice Charges | The description of the rule applied to the adjustment. | Attribute | Text |
| Charge Flagged Amt | Invoice Details/Invoice Charges | Sum of the flagged amounts on a charge. | Metric | Number |
| Client Adjustment Amount (Adjustment Level) | Invoice Details/Invoice Charges | The amount adjusted by the client, including flagged to adjusted by the client. Also includes deleted adjustments. | Metric | Number |
| Current Adjustment Amount (Adjustment Level) | Invoice Details/Invoice Charges | The current value of the adjustment amount. | Metric | Number |
| Deleted Adjustments (Adjustment Level) | Invoice Details/Invoice Charges | Adjustments that have been removed (deleted). | Metric | Number |
| Deleted Flagged Amount (Adjustment Level) | Invoice Details/Invoice Charges: Charge History | The adjustment flagged amount that has been deleted by a user. | Metric | Number |
| Flagged to Adjusted Amt (Adjustment Level) | Invoice Details/Invoice Charges | Amount that the client adjusted from Examen flags. | Metric | Number |
| Number of Adjustments | Invoice Details/Invoice Charges | Counts the number of adjustments. | Metric | Number |
| Number of Deleted Adjustments | Invoice Details/Invoice Charges | Counts the number of deleted adjustments. | Metric | Number |
| System Adjustment Amount (Adjustment Level) | Invoice Details/Invoice Charges | The original adjustment amount adjusted by the user. It includes deleted adjustments but excludes flagged deletions. | Metric | Number |
Invoices/Invoice Charges/Charge Adjustments/Charge History
| Object Name | Application Page and Field Name | Object Definition | Object Type | Content |
|---|---|---|---|---|
| Adjustment Date | Invoice Details/Invoice Charges: Charge History | The date the adjustment was added to the charge. | Attribute | Date |
| Adjustment Description | Invoice Details/Invoice Charges: Charge History | The description of the adjustment. | Attribute | Text |
| Adjustment Event | Invoice Details/Invoice Charges: Charge History | The rule code and rule description associated with the adjustment event. | Attribute | Text |
| Adjustment User | Invoice Details/Invoice Charges: Charge History | The user associated with the adjustment event. | Attribute | Text |
| Client Adjustment Amount | Invoice Details/Invoice Charges: Charge History | The amount adjusted by the client user. | Metric | Number |
| Current Adjustment Amount | Invoice Details/Invoice Charges: Charge History | The current value of the adjustment amount. | Metric | Number |
| Deleted Adjustments | Invoice Details/Invoice Charges: Charge History | The adjustment amount deleted by the client user. | Metric | Number |
Invoices/Invoice Charges/Charge Notes
| Object Name | Application Page and Field Name | Object Definition | Object Type | Content |
|---|---|---|---|---|
| Charge Note Date | Invoice Details/Invoice Charges Table (Yellow note icon): Date | Date in which a charge note was created by the CounselLink user. | Attribute | Date |
| Charge Note Entered By | Invoice Details/Invoice Charges Table (Yellow note icon): Entered By | Name of the CounselLink user who entered a charge note. | Attribute | Text |
| Charge Note Text | Invoice Details/Invoice Charges Table (Yellow note icon): Text | The contents of the charge note. | Attribute | Text |
| Charge Note Type | Invoice Details/Invoice Charges Table (Yellow note icon): Type | Category of the type of note: Internal Note or Note to Law Firm. | Attribute | Text |
Invoices/Invoice Notes
| Object Name | Application Page and Field Name | Object Definition | Object Type | Content |
|---|---|---|---|---|
| Invoice Notes Create Date | Invoice / Notes tab | Date that a note was created. | Attribute | Date |
| Invoice Notes Text | Invoice / Notes tab | Text of the invoice note. | Attribute | Text |
| Invoice Notes User ID | Invoice / Notes tab | ID of the user who entered the invoice note. | Attribute | Text |
| Invoice Notes User Name | Invoice / Notes tab | Name of the user who entered the invoice note. | Attribute | Text |
Invoices/Invoice Payments/Payment Notes
| Object Name | Application Page and Field Name | Object Definition | Object Type | Content |
|---|---|---|---|---|
| Payment Note | Invoice Summary / Payment History / Previous Notes | Note associated with the payment ID. | Attribute | Text |
| Payment Note Entered By | Invoice Summary / Payment History / Previous Notes | The user who entered the note associated with the payment ID. | Attribute | Text |
| Payment Note Type | Invoice Summary / Payment History / Previous Notes | The type of note entered. | Attribute | Text |
| Payment Note Entered Date | Invoice Summary / Payment History / Previous Notes | The date when the user entered the note. | Attribute | Date |
| Payment Notes Entered Time | Invoice Summary / Payment History / Previous Notes | The time when the user entered the note. | Attribute | Time |