Create Electronic Bills

A bill must have a status of Ready to Post in Juris before it is available in JurisBX. You can check bill status in Billing > Edit Prebills.

Use JurisBX to create electronic bills for bills that have already been selected, edited, and printed in Juris.

Before you begin

Before creating electronic bills:

• Confirm the bills have been selected, edited, and printed in Juris.
• Confirm the bills have a status of Ready to Post.
• Confirm the needed BX format has been imported into JurisBX. For more information, see BX Formats - Import.

Create electronic bills

1. Open JurisBX.exe.

   

2. The JurisBX login and password are the same as the user's Juris login and password.

3. Click New. 

   

   The Bills to Export screen opens.

4. Add the bill or bills to export using one of the following methods:
   • Enter the bill number directly in the spreadsheet.
   • Click the lookup button to open the Bill Finder and search for bills with a status of Ready to Post.

5. If you use the Bill Finder, click the row number for the bill you want to export, then click Select.

   

6. The bill is added to the Bills to Export screen.

7. Select the BX Format.

    

   All BX formats that have been imported into JurisBX are available in the drop-down list.

8. Select the Output File path.

   The output file path is the location on the local computer or network drive where the exported bills should be placed. JurisBX automatically names the file using the bill number, but the filename can be changed.

9. If a selected bill turns yellow, add the required additional information or custom fields.

   

10. In the custom fields screen, a red checkmark indicates that the item is required. Items without a checkmark are optional.

    

11. After all required custom field information has been supplied, the bill no longer appears in yellow on the Bills to Export screen. The information is stored to a matter note card in Juris so subsequent bills exported for that matter can use the information automatically.

    

    If only optional custom fields exist for the format, the row does not turn yellow.

12. Recommended: When using a new format, click Properties to check for optional fields you may want to use before exporting the bill.

13. Click XREF to determine whether cross-reference information is required.

    

    This does not refer to Expense Code or Task Code cross-references. When a Task or Expense cross-reference is used in Juris, a special cross-reference version of the BX export file must be used. For more information, see Juris Cross References - Export.

14. If cross-reference information is required, map your database values to the values required by the mandated format.

    If you do not click XREF and cross-reference information is required, JurisBX displays a message. Click OK to open the XREF form automatically.

    

15. Repeat the steps above until all mandated bills are selected. 

    

16. Click Begin Export to create the electronic invoice.

The invoice is placed in the location selected in Output File.

Export multiple bills to the same file

Multiple bills can be exported to the same output file.

To export multiple bills to one file, copy the Output File path, including the filename, and paste the same path into each bill that should be exported to that file.

When multiple bills are exported to the same file, each bill is appended to the end of the file.