Skip to content
Submit a Ticket
  • There are no suggestions because the search field is empty.

Time Entry Export to Surepoint | FAQ

Please note: This article is under construction. LMS/Surepoint has very specific requirements to export. Below are some troubleshooting steps for common issues. 

Billables AI + SurePoint/LMS FAQ

1. How do I release my time entries to SurePoint/LMS?

To send your entries to SurePoint/LMS, you’ll need to release each day’s entries from within Billables.

At the top of your Billables dashboard, select “Release to SurePoint.”

This action pushes all approved entries from that day into SurePoint/LMS.

2. Some of my entries didn’t release, but I don’t see an error. Why?

In some cases, SurePoint/LMS may reject entries due to strict narrative or formatting rules without returning an error that Billables can surface.

For example:

If SurePoint requires specific capitalization (e.g., “New Jersey” must be capitalized exactly), but the narrative in Billables doesn’t meet that requirement, SurePoint may silently block the entry.

We are actively working on a more transparent way to surface these rejections.

In the meantime:

We strongly recommend applying your client-level billing guidelines in Billables wherever your firm enforces guidelines in SurePoint/LMS. This ensures higher acceptance rates and prevents silent rejections.

3. Why have none of my entries released to Surepoint? 

To ensure Billables can successfully export entries to LMS/SurePoint, the attorney’s email address in LMS must match the email on their Billables account. LMS uses this email field as the unique identifier when we attempt to send time entries. If the emails don’t match exactly, the entries will not release.

Where to Update the Email in LMS/SurePoint

In LMS, the email that Billables relies on is stored in the Attorney Maintenance section under the Personal tab.

Here’s the exact navigation path:

Master File Maintenance → Attorney → Attorney Maintenance → Personal (tab)

On the Personal tab, you’ll see an email field. This is the field the LMS API pulls and sends back to us and it must reflect the user’s correct login email.

Even though many firms do not rely on this tab in day-to-day operations, SurePoint still exposes this email to all integrated systems, which is why it must be accurate for Billables.

What to Update

  • Make sure the email in this field matches the user’s actual SSO login email (e.g., Marge Simpson at  MSimpsons@SimpsonsLaw.com).

  • Save the change.

  • Have the user log out of Billables and log back in, and then re-attempt the export.

Why This Matters

Some firms use other systems (Active Directory, HR systems, or CRM) as their source of truth, and the LMS “Personal” tab may be out of sync.

But SurePoint still returns this tab’s information to us through the API — which means:

  • If the email here is outdated, includes a middle initial, or is formatted differently (MBSimpson@ vs MSimpson@),

  • LMS will return a “user not found” error to Billables,

  • And the export will remain stuck in a “spinning” state, or simply fail.

Recommended Process Going Forward

To avoid future issues:

  • Any new hire or email change should include updating the LMS → Attorney Maintenance → Personal tab.

  • Billing/IT teams may want to add this to their intake and change-management checklist.

  • If a user continues to see spinning on export, verifying this LMS email field should always be one of the first troubleshooting steps.