Copy Audit|Print Audit 5 Export
Configuration for ESILaw
Configure the
CopyAudit|Print Audit Program to export records to ESILaw Time and Billing
which are imported into client bills.
To create the ESILaw
export configuration, go to Print Audit 5|Reports|Job Manager|Tools|Export
Results|Configurations. Create the screens below and save the configuration.
To create the actual
export file for ESILaw, go to Print Audit 5|Reports|Job Manager|Accounting|Run Accounting.
To configure the Job Account Code, select
Accounting|Edit Job Type Account Codes. Enter the applicable expense codes
from ESILaw in the Account Code column.
The above
configuration will generate an export file that contains detailed records in
this format:
The above
configuration will generate an export file that looks like
this:
| 1 |
1234 |
090606 |
Photocopies
|
0.25 |
| 2 |
123456-12345 |
090606 |
Fax |
12.00 |
| 3 |
123456-12345 |
090606 |
Photocopies
|
.30 |
| 1 |
123456-12345 |
090607 |
Photocopies
|
.40 |
| 2 |
123456-12345 |
090606 |
Fax |
3.00 |
| 1 |
123456-12345 |
090606 |
Photocopies
|
.10 |
The fields exported
from CopyAudit are:
Job Account Code
Client Code
Date Printed
Job Type
Total Cost
The fields
corresponded to in ESILaw are:
Transaction Code
Client Number
Date
Description
Amount
ESILaw for Windows Automated Disbursement Recovery Requirements
ESILAW has the ability to automatically import transactions recorded
using photocopier, printer, fax, and telephone recovery systems. A standard
data file in the layout below must be provided by the system vendor. Please
refer to the details below for file specifications and layout. Questions
regarding this file format can be directed to ESI support at 1(800)663-8759
(US) or 1(888)663-4545 (Canada).
Requirements
- ASCII text format file
- No field or text delimiters
- Fixed length fields and records
- File must reside or be copied to the ESILAW directory (e.g. F:\ESILAW)
Explanation of Fields
| Transaction Code |
Letter or number that identifies the disbursement code type
(e.g. P = photocopy or L = laser printing) |
| Client Number |
Client number used by ESILAW to identify the client |
| Date |
Date of the transaction – must use the data format MMDDYY |
| Description |
Description of the transaction – 20+ characters |
| Amount |
Total transaction amount |
File Layout
| Field Name |
Length in Bytes
|
Field Type |
Additional
Requirements |
| Transaction Code |
1
|
Alpha / Numeric |
0-9 or A-Z |
| Client Number |
12
|
Alpha / Numeric |
Right Justified |
| Date |
6
|
Numeric |
MMDDYY format |
| Description |
20+
|
Alpha / Numeric |
Left Justified |
| Amount |
10
|
Numeric |
999999.99-, Right
Justified |
Record Length = 49 + CR (carriage return) / LF (line feed) = 51
(based on the above File Layout)
Sample Data File
The following is an example of a file layout using transaction code C,
client number 9004858, date of July 31st, 2001, description of photocopy,
and amount of $5.00.
Updating the Disbursement Data File in ESILAW
Disbursement transaction files are updated through ESILAW using Remote
Disbursement Update on the Posting menu. Upon running Remote Disbursement
Update, transactions are imported into ESILAW and assigned to the
appropriate client files using the assigned disbursement codes. The original
disbursement date file is then renamed so that a backup file exists until
such time that the update is performed.
|
