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Who: |
Users with Accounting roles |
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Why: |
The Invoice Details topic enables users to produce reports about invoices that have been managed within the LPG. This includes invoices at all stages – from ‘not yet submitted’ to ‘closed’. |
Overview
The Invoice Details topic contains all relevant information about Invoices that have been raised by Legal Service Providers (LSPs) within the Legal Panel Gateway.
This topic can be used to generate different types of reports to meet operational and analytical needs, putting the power in the hands out individual user to define their own requirements and then schedule these reports to be automatically processed and delivered.
At the simplest level, lists of invoices that satisfy user-defined criteria can be produced (eg list of invoices submitted last month).
Crosstabs can also be defined that allow users to look at interactions of different variables (eg how many invoices and what is the total value of invoices by CSP)
Charts can provide a visual representation of results (eg a comparison of invoiced to budget, on a daily basis)
Topic Definition
Fields
The Invoice Details topic contains the following fields for inclusion in user defined reports
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COLUMN NAME |
DESCRIPTION |
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Engagement Area of Law |
The Area of Law specified on the Engagement |
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Engagement End Date |
The end date of the Engagement period |
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Engagement LSP |
The Legal Service Provider engaged to work on the Matter |
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Engagement Start Date |
The start date of the Engagement period |
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Engagement Order Id |
The LPG Order Id for the Engagement Order |
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Engagement Status |
The current status of the Engagement |
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Invoice Issue Date |
The date that the Invoice was raised in LPG – the date that that payment term is calculated from |
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Invoice Number |
The LSP input invoice number |
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Invoice Status |
The current status of the Invoice |
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Matter CSP |
The Claim Service Provider responsible for managing the Matter |
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Matter Claim_Number |
The Claim Number of the Claim that the Matter was raised for |
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Matter Client |
Identifies whether the Matter is being managed under the NI or the TMF scheme |
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Matter_ID |
The LPG Matter Id |
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Matter Manager |
The CSP user responsible for managing the Matter |
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Matter_Name |
The name/description of the Matter |
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Matter Status |
The current status of the Matter |
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Payment Date |
The date that the invoice was paid |
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Payment Reference |
The payment reference |
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Payment Type |
Identifies whether the invoice is for a progress payment claim or the final payment claim |
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Engagement Budget |
The approved Budget for the Engagement |
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Invoice ex GST |
The amount claimed |
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Invoice GST Only |
The GST value |
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Invoice Total |
The Invoice amount – the amount to be paid including GST |
Filters
The Invoice topic contains all invoices that have been raised against Engagement orders in the LPG but only allows access to invoice details that the user have permission to view through the LPG.
When using the topic to create an Ad Hoc view, users have the ability to restrict the data that will be retrieved via the following input controls (filters):
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INPUT CONTROL |
DESCRIPTION |
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Date Option |
Enable user to determine whether they wish to specify an ‘Invoice Issue Date’ range OR they can select for invoices issued in the ‘Last Month’ (invoice with an in issue date in the previous calendar month) Or invoices issued in the ‘Last Year’ – (invoices with an issue date in the previous calendar year). |
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Invoice Issue From |
If ‘Date option’ is set to ‘Invoice Issue Date’, ‘Invoice Issued From’ must be specified to retrieve results. All invoices with an issue date after this date will be included. Please select from the calendar icon to ensure date format is correct. |
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Invoice Issued To |
If ‘Date option’ is set to ‘Invoice Issue Date’,, all invoices with an issue date prior to this date will be included. Please select from the calendar icon to ensure date format is correct. |
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Client |
Select one or more of the listed Clients – all invoices raised against Engagements issued by the selected Clients will be included. |
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Invoice Status |
Select one or more of the listed Invoice Statuses – all invoices with the selected statuses will be included. |
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Panel Type |
Select one or more of the listed Panel Types – all invoices raised against Engagements issued for the selected Panel Types will be included. |
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Area of Law |
Select one or more of the listed Areas of Law – all invoices raised against Engagements issued for the selected Areas of Law will be included. |
Note:
- Where selection lists are presented to filter by, if no selections are made, the system will assume all available choices are required.
- If multiple input criteria are selected, only invoices satisfying all selections will be listed.
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