Vendors now have the option to switch between the new and old LEDES workflow.
Note: This is a temporary button and will be displayed until September 30th, 2020. We highly recommend that you click the button to experience our new workflow.
What's New for Vendors
LEDES Upload Workflow Improvements
We are proud to present our improved LEDES system. We have redesigned many key pages, including vendor uploads, file validations, invoice attachments, and billing rule validations. We have also improved the performance of larger files.
LEDES: File upload and file validation
- Uploaded invoices now will be deleted from the system when a user deletes the file on Step 1 or navigates away from the screen.
- We have significantly improved the performance of larger files and file and billing rule validations.
- We have improved the error messaging displayed to the user when files fail.
- Vendors now will see an error message if the LEDES upload fails due to an invalid format, unrecognized header, or currency errors (e.g., currency mismatch or currency not in the BP vendor account).
LEDES: Add VAT and Attachments Improvements
- The new “Submit” toggle allows users to submit an invoice to the client or save it as a draft. The default toggle position is “submit invoice to client.” Users can also bulk select by toggling in the table header.
- The New Value Added Tax (VAT) column toggle allows users to switch between Include and Exclude. The default toggle position is to exclude. Users can also bulk select by toggling in the table header.
- If a user navigates away from the page, the system saves the invoices as drafts and stores the attachments.
- Users now will see a submission message to inform them that when the invoices pass validation, they will be submitted to the client.
- There is a new Attachments column with drag-and-drop functionality.
Timekeeper Rate UI Improvements
- Disabled clients will now be removed from the “Switch Client" menu drop-down as an option.
- Vendors can now indicate that a timekeeper rate request is based on a staff class change. If a client has previously approved the timekeeper rate and the vendor requests a new rate due to a staff classification change, a message will be displayed on both the vendor and client sides.
- A new Field called Percent Rate Change is available on the timekeeper rate request page. This Field displays the percent increase or decrease of the current timekeeper rate and the newly proposed rate. Rates submitted in a different currency than the original rate will use the current Client spot rate conversion to determine the respective percentage change.
- The Reason Field on the timekeeper Rate form is now labeled as Notes.
What's New for Clients
- The invoice page has been improved for easier reading, including widening sections for widgets and description columns.
- The adjustment bar is now sticky when scrolling through the invoice.
- When a new timekeeper is billed on an Invoice, an alert will be displayed with the timekeeper Staff Classification and Approved Rate.
Resolved Client Issues
- The system will now lock the vendor's timekeeper rate based on the billed rate, not the effective rate.