Adding Intelligence > Working with Precedents > Pre-defining Task-based Billing Codes

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  Pre-defining Task-based Billing Codes

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Pre-defining Task-based billing codes with Uniform Task-Based Management System (UTBMS) codes on precedent items ensures that the proper Task/Activity Codes are always selected. It also makes it easier to find the corresponding billing code when creating a Time Entry.

The Task/Activity Codes option is only shown in the Event Details window when an existing precedent is being edited.

 

  Learn by Video  – Prefilled Task-based Billing codes

Note: Task /Activity Codes cannot be pre-defined when an event is created manually from a Task list or Calendar.

This topic includes:

• Pre-selecting Task/Activity Codes for Events in an Existing Precedent

• Editing an Existing Precedent to define task-based billing codes

• Viewing Events created from a precedent without preset Task/Activity Codes

• Viewing an event with predefined Task/Activity Codes

Pre-selecting Task/Activity Codes for Events in an Existing Precedent

Pre-defining task-based billing codes provides further clarity over which codes should be used when more than one Firm Member is working on a file.

Task/Activity Codes are passed to the resulting time entry to ensure that the correct code is being used regardless of which Firm Member is assigned to a resulting event.

Editing an Existing Precedent to define task-based billing codes

To modify an existing precedent, open a file and select an item under Events in the left navigation pane.

1. Select Use Precedent from the Document brad menu or Actions > Precedent > Use from the main menu.
   
   

2. The Select Precedents window displays showing all existing precedents, select a precedent, then click Edit to display the Precedent Profile dialog.
   
   

   1. Double-click on an item to display the Event Details window.

   2. The new Task/Activity Codes option displays at the bottom of the list in the left-hand column.

Viewing Events created from a precedent without preset Task/Activity Codes

In the Event Details screen:

1. Click on the Task/Activity Codes option in the left pane to populate the right pane with a Preselect Task-Based Billing Codes for Time Entry dialog with the following options:

2. Click on the icon beside the Task Code to display the Select Task-Based Billing Task Codes window.

   • The Task-Based Billing Task Codes display in a tree folder in the left-hand column.

   • Click the + (plus symbol) in the folder tree to expand a folder or double-click a parent folder. Click the – (minus symbol) to collapse a folder.

   • Double-click or select an item and click the right arrow to move it to the Current Selection window.

   • Click OK to return to the Event Details screen.

3. Click on the icon beside the Activity Code to display the Select Task-Based Billing Activity Codes window.

   1. The Task-Based Billing Activity Codes display in the left-hand column.

   2. Double-click or select an item and click the right arrow to move it to the Current Selection window.

   3. Click OK to return to the Event Details screen.

4. After the Task-Based Billing Codes have been selected the Event Details screen displays with the selected codes beside their icons.

5. Click OK to save the changes to the event and return to the Precedent Profile window.|

   1. Click Save or Save and Use to save the changes to the Precedent.

Missing a Code

Attempting to save the Event Details screen when only one of the Task-Based Billing Codes has been selected displays the following prompt:

• You are informed that both the Task and Activity Code must be selected.

Click OK to close the prompt and return to the Task/Activity Code pane.

Add another code or remove the first one.

 

Note: Since both values need to be sent to the resultant Time Entry, they need to be preselected together on the Event Details window.

Viewing an event with predefined Task/Activity Codes

To view an event with predefined Task/Activity Codes created from a precedent open the Event Details window.

1. Select the Task/Activity Codes option from the left pane to display the Preselect Task-Based Billing Codes for Time Entry pane.

2. The Task and Activity Codes are filled out based on the settings from the Precedent.

   1. The fields can be further edited as necessary.

Related Topics

• Adding Intelligence

• Having Amicus Attorney DO a task for you

• Working with Precedents

                                                                                                      

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