Setting up matters to allow entry of Task and Activity codes is simple. First, make sure you import or create all the billing codes you need. Code sets can be downloaded from the following websites:
If you are missing billing codes, just click NEW>Billing Code to add additional codes. Note: its important that the code name starts with the LEDEs code, that way you can easily add it using the drop down during time entry. When you are creating new billing codes, you set the billing code type, then select the CLASS to define the type of code it is, either Task, Activity or other custom class, such as B code for Bankruptcy. Additional classes can be added from the Item Manager in the PC Admin tool if needed for additional code sets.
Now, naviagate in Centerbase to the matter, and edit the billing tab, per below, to show Task and Activity codes on the time entry dialog’s and time sheet.
Next, simply enter the codes for each time entry you create for this matter. See below.