Customizing the Database > Customizing Time Entry codes > Activity and Task Codes

Activity and Task Codes

Activity Codes are used in Time Entries, and are mandatory for some accounting systems. They categorize the work done and may trigger special Billing Rates, and additionally may identify the work as billable or non-billable. Users can simplify data entry by setting their Preferences to automatically assign the Activity title to the Time Entry Description.

If your firm uses Task-Based Billing, the File that a user enters time on may require them to identify the work they do based on a defined set of task and activities that are different than the basic Activity Codes.

Some clients may require that the firm use Task-Based Billing Codes that are industry standard, or they may have their own defined set which can be easily added. By default, the following industry standard UTBMS Code Sets are provided: Litigation, Bankruptcy, Counselling, and Project.

For more information on designating a File to use Task-Based Billing, see the Files section of User Help. If Task-Based Billing is supported by your accounting system, and if Task-Based Billing is enabled on the relevant File, a user must specify a Task-Based Billing Task Code and a Task-Based Billing Activity Code for the Time Entry, rather than specifying a basic Activity Code.