Billing Q&A: Task Code Billing Report

July 2021    Tags: , ,

I need a list of all transactions for a specific fee task code. Is there a report that can help me?

The Task Code Billing Report is a robust report that is similar to the Transaction File List, but provides information for task based billing transactions.

To run the Task Code Billing Report

  1. From the Reports menu, point to Transactions and select Task Code Billing Report.
  2. On the Client tab, leave the Client ID range blank.
  3. On the Transactions tab, in the Fees section, select the desired Fee Phase/Task and/or Fee Activity for which you want a list.
  4. Select any other desired options.
  5. Click OK.
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