How to Add a New Billing Code

In this guide, we'll walk through the two ways to add a new billing code.

Adding a Billing Code from the New Button.

Navigate to the top right and click the new item button (+) and select Billing Code.

Once the dialogue box appears, you will need to enter the Billing Code Name and Choose a Type.

You may also add the Rate/Cost whether or not the bill is Taxable, the LEDES Code and Description.

If you choose Type as Time, you will need to then choose the Category from the drop down:

If you choose type as Expense,  the category will default to Expense and you will need to choose the Expense Type as either Hard Cost or Soft Cost

Press Save and Close.