Aderant Expert Billing
Questions
What do these errors and warnings mean and how are they solved?
Example 1: Alert: Bill Has Been Edited Since Last Prepare
Solution: Prepare Bill and post after successful prepare.
Example 2: Alert: Prebill has WIP
Solution: Open the prebill and look for the pink banner at the top of the prebill. This will tell you what WIP entries are available for gathering. Clear the warning by closing out the pink banner with the “x” in the far right.
Gather WIP if necessary.
Example 3: Alert: One or more time entries needs to be revalued
Solution: Open the prebill and look for the red flag. The time entries that need revalued will be tagged with the reg flag. Choose the time entries, click Revalue and make sure to check the box “Keep Edits to Billed Hours.”
This will retain any edits made to the time.
Example 4: Alert: WIP Recalc is necessary for this Time Entry
Solution: Gather the WIP on to the prebill, select the time entries and Revalue. If the entries need moved back to WIP, select time entries and Return Entry to WIP.
Example 5: Error: DocuDraft encountered an error when generating the document.
Solution: The Matter Options and Format Options are blank: In the prebill access Matter Details >Matter Options and enter the format options in the dropdowns.
To save this to the matter so the prebills do not show blank formats moving forward enter this information in Expert Entity Manager > Matter >Time and Billing > Format Options.
*Email sent 6/26/24 with detailed process
Example 6: Error: Bill is not reversible. One or more matters on bill have credits.
Solution: If there is a payment (cash receipt or reapplication) on the bill, contact AR to reverse the payment. If there is a WO, contact supervisor to have the WO removed.
NOTE: If a negative disbursement has been billed on the bill, AR will have to remove that credit before billing can reverse the bill.
Example 7: Unexpected Error: Object reference not set to an instance of an object.
Solution: There are phase task codes missing on the time entries on the prebill.
Access Paperless and enter the phase task codes in the time entries and push changes to Aderant. This should clear the error and allow the prebill to open.
If the prebill is not in Paperless, have a supervisor push to Paperless so the phase task codes can be entered and pushed to Aderant.
Example 8: Error: Address ID is Invalid.
Solution: Give Data Changes the client matter ID and the bill group. They will need to update the address.
Example 9: Matter open date cannot be before the client’s open date.
Solution: Give Data Changes the client matter ID and they can fix the date discrepancies.
More Tips and Tricks
Prebill Desktop
- If you have cleared the errors/warnings and the prebill is still showing errors/warning click Evaluate Rules.
- If all the time and costs on a prebill need to be placed in WIP, Return Prebill to WIP. If you only move the time/costs to WIP the prebill shell will still stay in Expert Billing.
- If you don’t see Post as an option in Expert Billing make sure you are in the Prebill List and not Prepared Documents. Cannot post a bill from Prepared Documents.
- If a time entry is showing zero. Revalue the time entry