Select any LEDES format to customize the field mappings such that any uploaded invoice for the specific format would save the values to the provided target field here.

Toggle the Active input to make the format available to users when uploading the invoices.

The field mapping grid contains the following columns:

• Source Field - The Source Field values are loaded automatically when selecting a LEDES format.
   
• Field Type - The field type is automatically detected based on the field from the LEDES format specification.
   
• Target Object - Select the target object where you want to save the uploaded invoice value.
   
• Target Field - Select the target field where you want to save the specific field from the uploaded invoice's field value.
   
• Do Not Map - Toggle the Do Not Map input when you do not want the user to save the specific LEDES specification source field.

The Lookup Via option is available when the target field is a lookup field or a master-detail field. This option establishes a relationship between the records being imported and existing records in the organization by looking up values in a specified field. This is particularly useful when importing related data, such as linking accounts, contacts, matters, timekeepers, and UTBMS codes to be looked up using their names or unique identifiers.

Configuring the Lookup Via Option:

• Choose the Target Field: During the mapping step, select the field in the target object that you want to use for the lookup. For instance, if you're linking accounts to invoice line items, you might choose the Account field.
   
• Specify the Lookup Field: In the Lookup Via section, specify the field on the related object that should be used for the lookup. For example, if you're matching accounts by account number, specify the Account Number field in the drop-down.
   
• Handle Multiple Lookup Results Found: In situations where more than one record is found, you may choose how to handle those situations as mentioned below:
   
  • Use the first match if multiple results are found: AdvoLogix will pick the first value if more than one match is found for the selected field.
     
  • Report with an error if more than one match is found: AdvoLogix will mark the row with an error message saying more than one match is found for the field. (This will halt the invoice upload process due to an error.)
     
• Insert null value(s) if no match is found: This option enables to insert null values or create no lookup relationship between the objects if no matches are found.

Click the Save button to save the chosen field mappings.