Insurance Defense Module: How to audit LEDES billing using Audit Mode.
This feature is only available on our Premier Tier.
1. Select 'Billing' from the left-hand navigation panel.
![](https://media.screensteps.com/image_assets/assets/007/253/437/original/a2dc351d-9a13-4829-bba7-f404f204f80c.png)
2. Click the number for 'Fees pending invoicing'.
![](https://media.screensteps.com/image_assets/assets/007/253/439/original/54e137fa-b370-458b-acbc-309601434043.png)
3. Apply your desired filters and select 'Get answer'.
![](https://media.screensteps.com/image_assets/assets/007/253/443/original/41fcd7a2-619d-41de-9d59-c7c55788540a.png)
![](https://media.screensteps.com/image_assets/assets/007/253/445/original/13e7e1a3-b140-41c3-a823-4f2d64878e17.png)
4. Select 'Enter Audit Mode'.
NOTE: 'Audit Mode' is only available while batch billing.
![](https://media.screensteps.com/image_assets/assets/007/253/447/original/24dffa7b-f530-4da2-9013-a2260834d8e7.png)
5. Review the Report Summary and potential issues.
NOTE: If there are no errors found while auditing, no results will populate.
![](https://media.screensteps.com/image_assets/assets/007/253/450/original/f0520777-8525-4340-9a27-e8765bbac9db.png)
6. Select the '+' sign to expand potential issues.
![](https://media.screensteps.com/image_assets/assets/007/253/453/original/1b69f373-89e3-484b-92ba-e21f39ee4de7.png)
7. Click on the blue billing description to assign the activity and task codes. Click 'Click Save and Close'.
![](https://media.screensteps.com/image_assets/assets/007/253/455/original/e4375ec2-5e38-4568-8e60-c1ec12dd5f6d.png)
![](https://media.screensteps.com/image_assets/assets/007/253/457/original/c25696fc-843d-4ac1-9740-faf37d7ffbba.png)
8. Or, audit in bulk by selecting the '+' sign to expand potential issues. Then selecting the toggle under the blue 'Bulk Actions' button; now the 'Bulk Actions' icon is ready to use!
![](https://media.screensteps.com/image_assets/assets/007/253/459/original/66d2cd3a-71a5-458d-8bf8-3ab13c85047b.png)
b. Select 'Bulk Actions' to begin to make the necessary changes to the selection.
![](https://media.screensteps.com/image_assets/assets/007/253/462/original/d34c726f-21d7-49e7-8cc6-9f9599fe8a77.png)
C. Update the information and 'Confirm Changes'.
![](https://media.screensteps.com/image_assets/assets/007/253/465/original/f599d785-b30a-4965-9db2-ba7cd5b909a5.png)
9. Once you have corrected all potential issues, collapse this section by selecting the '-' sign on the left-hand side.
![](https://media.screensteps.com/image_assets/assets/007/253/467/original/c2d04abc-4320-4e0a-acd7-4f96577d3659.png)
10. Once you've corrected all necessary potential errors, click 'Exit Audit Mode' to return back to batch billing.
![](https://media.screensteps.com/image_assets/assets/007/253/469/original/bdf4b727-8964-4b8b-abe9-05d0b1e2866a.png)