From within the Details & Correspondence tab of the matter click on the Legal Aid Matter Details button.

Check the Branch, Date Opened, UFN, Undesignated Area, Offence, Court, Rep Order No and Rep Order Date have been entered.

Click Save & Close.

Click on the Time & Fees tab.

Check that all time and fee items have been entered.

Navigate to the Cost Recovery tab within the Office Accounting tab, check that all cost recovery items have been entered.

Click on the drop-down arrow for New Invoice, within the Legal Aid section, and select the stage of work you wish to raise the invoice for. Proceedings are for a magistrate’s claim.

Enter the relevant billing codes for Standard Fee Category, Offence, Outcome, and Stage.

Ensure the correct Date Concluded and Date Billed have been entered.

• Date concluded - The date that this claim finished.

• Date billed - The date that will be used to process this invoice to the accounts and determine which submission month this invoice will be available for inclusion.

Check the information and click Save & Close to finalise and save the invoice to the matter. The invoice line item will be displayed within the Office Accounting ledger.

To produce the CRM7 XML electronic upload file, open the invoice by double clicking on the appropriate line within the grid. Click on the download icon in the top right corner of the invoice screen.

Select a location on your PC to save the CRM7 XML document (for example to your desktop), rename the document as appropriate and then click OK.

Once the file has been created you can then log into the LAA portal and upload the XML file through there.