Billing Codes

This article goes over creating and editing Billing Codes.

Creating a New Billing Code

To create a new Billing Code, select the blue plus button and click Billing Code. That will bring up a window that will have places to enter information about the Billing Code. 

Once the window 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 the Description.

If Time is chosen for the Type, a Category will need to be chosen from the dropdown.

If Expense is chosen for the Type, the Category will default to Expense, and an Expense Type will need to be selected.

Editing a Billing Code

Going to the Billing Codes List and selecting a Billing Code Name will bring up the details window and allow for the editing of details.