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Note that it is recommended to open an existing similar item that was creating by Wise Owl Legal on setup to compare to. If the fields are not filled out correctly, this can affect your integration to your external accounting program.
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The first step on creating a New Invoice Item is to identify what Purchase item will be connected to it.
Once you have decided on this, you will need to fill out the respective fields.
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Description of Fields
Code: The item code is a unique field which identifies a purchase item. It should be an abbreviation of what the disbursement or recovery item is. For example 'MED' would be a suitable code for Medical Reports.
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Category: This is a choice of three categories
Professional Fees - Automatically created when a new User is created. This should not be used by manual creation of invoice items.
Office Expenses - This category is for all office recoveries that will be recovered on an invoice
Outlays - This category is for all outlays/disbursements that are recovered on an invoice
Tax Code: This is the tax code for the entry on the invoice.
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External Code: This field is for the External Item code used in the external accounting system. Depending on your accounting system, it will either appear in an Item Listing or under the Categories > Products/Services areas.
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