Task Code XRef Overview

The Task Code Xref (Cross Reference) may be used when a client prefers to see their own specific task codes on their bills.  If the client’s codes are not the same as the firm’s internal system for task codes, the Task Code Xref will map the firm’s code to the client’s code and description.  This allows time and expenses to be entered into Juris using the firm’s normal task codes, yet the cross-referenced code may be placed on the client’s bill for their convenience.

Task Codes would then be entered into Task Code Cross Reference Lists.  These Cross Reference Lists allow a relationship to be established between Firm Task Codes and Client Task Codes.  For example, the firm’s Task Code for Administration may be B100, but a particular Client wishes or even requires that their code 'ADMIN' be used on their bills instead of the code B100.  

Once a Task Code Cross Reference List is created, it may be assigned to applicable Clients and Matters.  In Bill Formats, the cross-referenced values for expense code and description may be used in lieu of the Firm’s Code and Description.  Including the Xref Code and description in the bill format is often a requirement if the firm will be using JurisBX to create mandated electronic bills for that Client/Matter.