Quick Tip: Assigning Task Code Sets to Categories

October 2017    Tags: , , , ,

When entering fees and costs for task based billing clients, do you have to scroll through all of the Phase/Task or Activity Codes for other categories to get to the set of task codes applicable for your client? If you use Billing Categories for your clients, you can assign Task Code Sets to your categories so that when entering fees and costs, only the task codes that are associated with that client’s Billing Category are displayed.

To assign a Task Code Set to a Category

  1. From the File menu, point to Open and select Miscellaneous.
  2. From the Category tab, select the desired Category.
  3. Select the Task Based Billing Code Set you want to be assigned to the selected Category.
  4. Press Ctrl+S.

The next time you enter fees and costs for a client assigned to the Category selected, you will only see the Task Code Set assigned to the Category. This can greatly reduce the number of Task Codes to choose from.

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