Account ID

Numeric

ID assigned to a customer in Unity. Account IDs are numeric-only and system-generated.  

Adjustments

Numeric

Sum of all deductions made to an invoice’s line items, either manually by a user (reviewer) or automatically by the system based on billing rules. As opposed to flagging an invoice, system-based adjustments are automatically made based on specific rules or conditions in Unity.

Billed Expenses

Numeric

Sum of charges only (i.e., type IE or type E line items) prior to adjustments or deductions made by a user (reviewer) or automatically by the system based on billing rules.

Billed Fees

Numeric

Sum of Billed Flat Fees and Billed Hourly Fees (i.e., types F and IF) on an invoice. Includes discounts or other adjustments made by a vendor but excludes final adjustments or deductions made by a user (reviewer) or automatically made by the system based on billing rules.

Billed Flat Fees

Numeric

Sum of fixed or flat fee line items labeled as type IF on invoice. Includes discounts or other adjustments made by the vendor but excludes final adjustments or deductions made by the reviewer or system.

Billed Hourly Fees

Numeric

Sum of hourly fee line items labeled as type F on invoice. Includes discounts or other adjustments made by vendor but excludes final adjustments or deductions made by the reviewer or system.

Billed Hours

Numeric

Sum of hours (or “units”) billed for all line items labeled as type F (fee) on a vendor invoice prior to any adjustments made by a reviewer or the system. See Billed Hourly Fees.

Client Default System Currency (Code)

Text

3-letter code that indicates the default currency used at the system level in Unity by a customer (e.g., USD, CAD, etc.).

Client Matter ID

Text

ID generated when a matter record is created in Unity. Also see Matter ID.

Data Refresh Date

Date

Date the database/data source was most recently refreshed.

Discounts

Numeric

Sum of discounts added by the vendor on an invoice. Applied as a negative adjustment to a fee or as a separate negative line item by the vendor. Reduction is most often applied prior to the invoice being received in Unity.

Final Expenses

Numeric

Sum of charges only (i.e., type IE and type E line items), including final adjustments or deductions made by the reviewer or system.

Final Fees

Numeric

Sum of Final Flat Fees and Final Hourly Fees on an invoice, including final adjustments or deductions made by the review or system.

Final Flat Fees

Numeric

Sum of fixed or flat fee line items labeled as type IF on an invoice, including final adjustments or deductions made by the reviewer or system.

Final Hourly Fees

Numeric

Sum of hourly fee line items labeled as type F on an invoice, including final adjustments or deductions made by the reviewer or system.

Final Hours

Numeric

Sum of hours (or “units”) attached to line items labeled as type F (fee), including final adjustments or deductions made by an invoice reviewer or automatically by the system based on billing rules. This refers to hours worked by timekeepers.

Final Rate

Numeric

Rate at which a line item was billed after final adjustments or deductions made by an invoice reviewer or automatically by the system based on billing rules. This refers to hourly rates after adjustments for billed hours.

Final Spend

Numeric

Sum of invoice amount paid (i.e., fees & expenses) after final adjustments or deductions made by an invoice reviewer or automatically by the system based on billing rules. This is the amount sent to AP for payment.

Final Spend No Tax

Numeric

Sum of invoice amount paid (i.e., fees & expenses) after final adjustments or deductions made by an invoice reviewer or automatically by the system based on billing rules but without tax deductions.

Invoice Adjustment Code

Text

Abbreviation or code designated for an adjustment reason, such as BLOCK for “Block Billing” or ADMIN for “Administrative/Clerical.”

Invoice Adjustment Reason

Function

Reason associated with the selected adjustment code, such as “Block Billing” for BLOCK or “Administrative/Clerical” for ADMIN.

Invoice Adjustment Type

Text

Whether an adjustment was manual or automated.

Invoice Approved Date

Date

Date invoice was most recently changed to approved status by a reviewer in or automatically approved by the system based on billing rules.

Invoice Billing End Date

Date

Last possible date for line items on an invoice. This date is specified by a vendor to indicate that line items fall between the Billing Start Date and the end of the monthly billing cycle.

This is a LEDES e-billing standard; whether this is required or validated depends on customer billing guidelines for vendor invoices.

Invoice Billing Start Date

Date

Earliest possible date for line items on an invoice. This date is specified by a vendor to indicate that line items fall between the start of the monthly billing cycle and the Billing End Date.

This is a LEDES e-billing standard; whether this is required or validated depends on customer billing guidelines for vendor invoices.

Invoice Currency

Function

Displays the native/original currency used by a vendor to submit an invoice (e.g., USD, CAD, JPY, EUR, and GBP).

Invoice Date

Date

Date invoice was generated or created by a vendor (e.g., entered into vendor’s billing software or manually entered into the vendor portal). This is typically a few days or weeks after the Billing End Date.

Invoice Final Hours

Numeric

Sum of hours (or “units”) attached to line items labeled as type F (fee), including final adjustments or deductions made by an invoice reviewer or automatically by the system based on billing rules. This refers to hours worked by timekeepers.

Invoice ID

Numeric

System-generated ID assigned when an invoice is submitted. This is for backend purposes and not the same as the Invoice Number.

Invoice Level Adjustment Amount

Numeric

Amount deducted from the invoice total, either manually by a reviewer or automatically by the system based on billing rules.

Invoice Level Adjustment Comment

Text

General comments entered when adjusting the total for an invoice. For auto-adjusted invoices, this displays the default comment specified for an AI-powered Invoice Validation Rule, if applicable.

Invoice Level Reviewer’s ID

Numeric

ID of the user reviewing an invoice.

Invoice Native Currency (Code)

Text

Displays the 3-letter code of the native/original currency used by a vendor to submit an invoice (e.g., USD, CAD, JPY, EUR, and GBP).

Invoice Number

Text

Number or ID entered by a vendor for an invoice in The vendor portal; this number is not system-generated but should be unique per billing guidelines. Also referred to as Invoice ID in some instances.

Invoice Number (URL Attribute)

Function

Invoice Number with the URL attribute that links the value to relevant invoice record.

Invoice Open Days

Function

Categorizes the number of days an invoice is open into one of three buckets: <30 days, 30-60 days, or >90 days. Calculated by counting the number of days between the current date and the Invoice Received Date.

Invoice PO Number

Text

Purchase Order associated with an invoice, if applicable.

Invoice Received Date

Date

Date an invoice was loaded and received in Unity. This typically refers to the date the vendor uploaded the invoice into The vendor portal. Also appears as Invoice Received Date or inv_received_date in some Enhanced Reports.

Invoice Received Year

Function

Displays only the year of the Invoice Received Date.

Invoice Rejection Date

Date

Date an invoice was rejected in Unity. If the invoice was un-rejected and later rejected again, this displays the most recent rejection date.

Invoice Reviewer

Text

First and last name of the user reviewing an invoice.

Invoice Status

Text

Refers to the states an invoice goes through from the time it is received in Unity until it is approved or paid (e.g., Open, On Hold, Rejected, Approved, or Paid).   

Invoice Subject

Text

Brief description that outlines the general context of work or expenses for a submitted invoice.

Invoice Total Base

Numeric

Sum of all billed item amounts on an invoice prior to any adjustments or deductions made by an invoice reviewer or automatically by the system based on billing rules.

Invoice Vendor Notes

Text

General comments added to an invoice by a vendor before it was submitted from the vendor portal (if any).

Line Adjustment Amount

Numeric

Amount deducted from an invoice line item, either manually by a reviewer or automatically by the system based on billing rules.

Line Description

Text

Text description entered by vendor on an invoice to provide context for an individual line item (e.g., work completed or other notes).

Line ID

Numeric

System-generated number assigned to a line item. This is primarily for backend use.

Line Item Activity Code

Text

Alphanumeric code that classifies the type of activity for a line item. Typically prefixed with the letter ‘A’ based on LEDES Uniform Task-Based Management System (UTBMS).

Line Item Activity Code Description

Text

Brief description of activity type (e.g., Research, Planning, etc.) if specified.

Line Item Adjustment

Numeric

Adjustment amount for a line item, if applicable.

Line Item Adjustment Code Description

Text

Brief description of adjustment made to an invoice (e.g., Block billing).

Line Item Billed Amount

Numeric

Amount for a line item submitted by vendor prior to any final adjustments made by a reviewer or automatically by system based on billing rules.

Line Item Date

Date

Date on an invoice line item that indicates when the item was recorded, a task was completed (fee), or was incurred (expenses). Also referred to as Service Date, Line Date, or Worked Date in Unity.

Line Item Description

Text

Text description entered by the vendor on the invoice to provide context for an individual line item (e.g., work completed or other notes). 

Line Item Expense Code

Text

Alphanumeric code that classifies the type of expense for a line item. Typically prefixed with the letter ‘E’ based on LEDES UTBMS.

Line Item Expense Code Description

Text

Brief description of expense type (e.g., Travel, Meals, etc.) if specified.

Line Item Native Billed Amount

Numeric

“Native” refers to the Line Item Billed Amount in a vendor’s originating currency (if different than the default currency used by the customer in Unity).

Line Item Number

Numeric

Order or position of an invoice line item on an invoice (e.g., the first item on the invoice would have ‘1’ for Line Item Number). This is not the same as Line ID.

The Line Item Number would be useful, for example, to differentiate between two invoice line items with identical descriptions on the same invoice.

Line Item Task Code

Text

Alphanumeric code that classifies a type of project or task for a line item per LEDES e-billing standards.

Line Item Task Code Description

Text

Brief description of project task type (e.g., Fact Gathering) if specified.

Line Item Tax Code

Text

Alphanumeric code that classifies the type of tax added to a line item; primarily reserved for custom reports.

Line Item Tax Description

Text

Brief description of tax type added to a line item (e.g., VAT); primarily reserved for custom reports.

Line Type

Text

Abbreviation for the type of line item submitted by the vendor per LEDES invoicing standards: F = Hourly Fee; IF = Flat Fee; E & IE = Expenses.

Matter

Text

Name entered for a matter record in Unity.

Matter (URL Attribute)

Function

Matter name with the URL attribute that links the value to the relevant matter record.

Matter Attribute: [Attribute Name]

Custom Attribute

Naming convention of custom attributes scoped to matter records, if applicable (e.g., Matter Attribute: Case Manager).

Matter Close Date

Date

Date matter was moved into closed status; NULL if matter has not yet been closed. If the matter was re-opened and later re-closed, the most recent closed date is displayed for this column.

Matter Created Date

Date

Date matter was generated in Unity. Not the same date it was opened if the matter was created as a draft for approval before publishing.

Matter Description

Date

Brief description that provides context or explains the scope of a matter in Unity, if provided.

Matter Group

Text

Grouping of matters based on a specific area of law or concentration, such as employment, immigration, corporate, or intellectual property. May appear as Practice Area, Practice Group, or a different term in some customer environments depending on custom label settings at system level.

Matter Group (URL Attribute)

Function

Matter Group name with the URL attribute that links the value to the relevant Matter Group record.

Matter ID

Numeric

ID assigned to a matter record in Unity. Matter IDs are numeric-only and system-generated.

Matter Lead

Text

Lead attorney or other internal user assigned as the main contact and overseer of a matter. This is not the same as a Vendor Lead assigned at the matter level.

Matter Open Date

Date

Date a matter was moved into open status. Not the same date it was created if: 1) it was a draft matter that required approval, or 2) it was re-opened.

Matter Parent Name

Text

If applicable, this displays the name of the “parent” matter under which the matter was assigned as a “related” matter.

Matter Status

Text

Whether a matter is in Opened, Closed, or Draft status.

Matter Updated Date

Date

Date of the most recent activity in a matter record.

Matter URL

Text

Link to a matter record in Unity.

Matter Years Open

Function

Displays the amount of time a matter has been in open status in an interval of years based on the number of days between the Matter Open Date and the Matter Close Date.

Paid Date

Date

Date an invoice was paid.

Sent to AP Date

Date

Date an invoice was sent to AP for payment.

Tax

Numeric

Compulsory charge imposed for services delivered.

Timekeeper

Text

Name entered for the timekeeper in the vendor portal.

Timekeeper Approved Rate

Numeric

Hourly rate approved for billing purposes. These rates are submitted from the vendor portal and approved in Unity.

Timekeeper Rack Rate

Numeric

Official billing rate for a timekeeper. If provided, this amount is typically greater than or equal to the Approved Rate.

Timekeeper ID

Text

ID in text, numeric, or alphanumeric format (e.g., A00024). Timekeeper ID is provided by the vendor in the vendor portal and formatting may vary. ID is not system-generated.

Timekeeper Staff Class Description

Text

Role, title, or level indicating the type or complexity of work performed by a timekeeper if specified. Timekeepers are employees from vendor firms who bill for work or services completed. Timekeepers are added b the firm via the vendor portal.

Vendor

Text

Name entered for a vendor record in Unity (i.e., business, firm, or individual providing and billing for services on a matter).

Vendor (URL Attribute)

Function

Vendor name with the URL attribute that links the value to the relevant vendor record.

Vendor Attribute: [Attribute Name]

Custom Attribute

Naming convention of custom attributes scoped to vendor records, if applicable (e.g., Vendor Attribute: Office Location).

Vendor City

Text

City under address field in vendor record.

Vendor Country

Text

Country under address field in vendor record.

Vendor End Date

Date

Date vendor record was deactivated.

Vendor Group

Text

Name of group used to categorize a vendor based on location, region, or other criteria. Shows ‘N/A’ or ‘null’ if no group is assigned or if this option is disabled at the system level. This is not enabled by default in all customer environments.

Vendor Group ID

Numeric

ID assigned to a vendor group when it is created. Vendor Group IDs are numeric-only and system-generated.

Vendor ID

Numeric

ID assigned to a vendor record in Unity. Vendor IDs are numeric-only and system-generated.

Vendor Number

Text

Optional number assigned to a vendor record in Unity, such as an existing ID used by a customer for a specific vendor. This is not the same as the system-generated Vendor ID.

Vendor PO ID

Numeric

Purchase Order number or ID assigned to a vendor record, if applicable. Also referred to as Vendor PO Number.

Vendor Postal Code

Text

Postal code or zip code under address field in vendor record.

Vendor Start Date

Date

Date the record was created in Unity (or most recently set to ACTIVE).

Vendor State/Province

Text

State or province under address field in vendor record.

Vendor Status

Text

Whether a vendor record is ACTIVE or INACTIVE in Unity.

Vendor URL

Text

Link to vendor record in Unity.