Print Audit Export for ESILaw - Transaction Recovery Systems

Transaction Recovery Systems, Inc.
_______________________________________________
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.
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Transaction Recovery Systems
Phone: 800.346.3182 | e-mail: support@transactionrecovery.com | web: www.transactionrecovery.com
Transaction Recovery Systems, Inc.
_______________________________________________
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
1234090606Photocopies
2 123456-12345090606Fax
3 123456-12345090606Photocopies
1 123456-12345090607Photocopies
2 123456-12345090606Fax
1 123456-12345090606Photocopies
0.25
12.00
.30
.40
3.00
.10
The fields exported from CopyAudit are:
Job Account Code
Client Code
Date Printed
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Transaction Recovery Systems
Phone: 800.346.3182 | e-mail: support@transactionrecovery.com | web: www.transactionrecovery.com
Transaction Recovery Systems, Inc.
_______________________________________________
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
Client Number
Date
Description
Amount
Letter or number that identifies the disbursement code type (e.g. P =
photocopy or L = laser printing)
Client number used by ESILAW to identify the client
Date of the transaction – must use the data format MMDDYY
Description of the transaction – 20+ characters
Total transaction amount
File Layout
Field Name
Length in
Bytes
Transaction
Code
1
Client Number
12
Date
6
Field Type
Alpha /
Numeric
Alpha /
Numeric
Numeric
Additional Requirements
0-9 or A-Z
Right Justified
MMDDYY format
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Transaction Recovery Systems
Phone: 800.346.3182 | e-mail: support@transactionrecovery.com | web: www.transactionrecovery.com
Transaction Recovery Systems, Inc.
_______________________________________________
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.
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Transaction Recovery Systems
Phone: 800.346.3182 | e-mail: support@transactionrecovery.com | web: www.transactionrecovery.com