Task Codes Overview

Task Codes allow the coding of Time and Expense Entries with certain codes representing groups of Tasks.  Examples:  B100 ‘Administration’, B110 ‘Case Administration’, B230 ‘Financing/Cash Collections’, etc. A default narrative may be assigned to Task Codes and will be reflected in the Time Entry narrative whenever the Task Code is used. Task Codes may also be assigned to Fee Schedules and Task Code Cross Reference Lists.

The use of optional Task Codes for Time and Expense Entries is determined in Firm Options/Trans. Panel.  Task Codes may be required on Time and Expense Entries as selected on Client/Matter Int/Disc. Panels.  Task Codes may be budgeted for both Fees and Expenses on Matter/Budget panels.