Task codes

 

Simplified menu - Click Lists, Task Codes

Standard menu - Click Lists, Task Codes

Classic menu - Click File Maintenance, Task Codes

 

Task codes are used for entering tasks, activities and expenses on clients/matters to be billed using task-based billing.  The default codes provided by LegalGard, LEDES and ICBC are included when you purchase the E-billing module.  You can use these codes as they are, modify them, or add more.  You can add more codes later if necessary, but after entering transactions using a code, do not delete it or change it.

 

 Adding task and activity codes

 Adding expense codes

 Editing task, activity and expense codes

 Printing a list of task codes

 Installing new task codes